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Steven Michael Solis

U.s. Bancorp Investments, Inc.

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About Steven Michael Solis

Steven Solis is a financial professional with over 15 years of experience in the financial services industry. Steven is currently registered with U.S. Bancorp Investments, Inc. in San Diego, California. Steven has held previous roles with BANC OF AMERICA INVESTMENT SERVICES, INC. in both Laguna Niguel, California and Boston, Massachusetts. Steven holds the Series 6, Series 63, and SIE licenses and specializes in areas such as investment company products and variable contracts, fixed annuities, mutual funds, and retirement planning.

Firm Information

Steven Solis 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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Steven Solis’s Registration & Firm History

CA

09/03/2010 - Present

U.s. Bancorp Investments, Inc. (San Diego CA)

CA

10/04/2005 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LAGUNA NIGUEL CA)

MA

04/25/2003 - 12/11/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Michael Solis.
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