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Shannon Renae Davis

U.s. Bancorp Investments, Inc.

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About Shannon Renae Davis

Shannon Davis is a financial advisor with U.S. Bancorp Investments, Inc. based in Eaton, OH. Shannon has over 17 years of experience in the financial services industry. Prior to joining U.S. Bancorp Investments, Inc., Shannon was a financial advisor at PNC Investments, Key Investment Services LLC, Fifth Third Securities, Inc., and NatCity Investments, Inc. Shannon holds Series 6, Series 63 and SIE licenses.

Firm Information

Shannon Davis is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Shannon Davis’s Registration & Firm History

OH

06/05/2018 - Present

U.s. Bancorp Investments, Inc. (Eaton OH)

OH

11/14/2012 - 08/09/2017

PNC INVESTMENTS (SPRINGBORO OH)

OH

06/11/2010 - 09/21/2012

KEY INVESTMENT SERVICES LLC (BEAVERCREEK OH)

OH

06/29/2006 - 04/16/2010

FIFTH THIRD SECURITIES, INC. (COVINGTON OH)

OH

02/15/2006 - 05/10/2006

NATCITY INVESTMENTS, INC. (ENGLEWOOD OH)

OH

05/11/2004 - 11/03/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 05/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Renae Davis.
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