Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirley? Claim Your ProfileShirley Kay St onge is an active Registered Investment Advisor (IA) in Oregon with 10 years of experience in the industry. Shirley Kay St onge is registered to offer advisory services in Arizona, California, Oregon and Washington. Shirley Kay St onge is a Series 63 and 66 licensed professional. Shirley Kay St onge is associated with U.s. Bancorp Investments, Inc.. U.s. Bancorp Investments, Inc. manages over $10 Billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
10/13/2017 - Present
U.s. Bancorp Investments, Inc. (Springfield OR)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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