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Stacy Beaumont Scott

U.s. Bancorp Investments, Inc.

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About Stacy Beaumont Scott

Stacy Beaumont Scott is a financial advisor with U.S. Bancorp Investments, Inc. in Torrance, California. Stacy has been working in the financial industry since January 2, 2017. Stacy holds the Series 7, Series 63, and Series 79TO licenses. Stacy has worked at several firms in the past, including MUFG Securities Americas Inc., Intrepid Investment Bankers LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stacy is a registered representative with the state of California. Stacy specializes in providing financial planning, portfolio management for businesses and individuals, and the selection of other advisors.

Firm Information

Stacy Scott 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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Stacy Scott’s Registration & Firm History

CA

03/02/2023 - Present

U.s. Bancorp Investments, Inc. (Torrance CA)

NY

10/02/2020 - 12/05/2022

MUFG SECURITIES AMERICAS INC. (NEW YORK NY)

CA

03/26/2019 - 10/15/2020

INTREPID INVESTMENT BANKERS LLC (LOS ANGELES CA)

CA

10/20/2014 - 04/04/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 11/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Beaumont Scott.
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