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Suzette Emiko Yoshitake

U.s. Bancorp Investments, Inc.

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About Suzette Emiko Yoshitake

Suzette Emiko Yoshitake is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Suzette has been in the industry since 1999 and holds the Series 63, Series 7, Series 65, and SIE licenses. Suzette specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Suzette is also registered in Oregon and Washington. Prior to joining U.S. Bancorp Investments, Inc. Suzette worked at Charles Schwab & Co., Inc., LPL Financial Corporation, Financial Network Investment Corporation, Morgan Stanley DW Inc., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Suzette Yoshitake 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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Suzette Yoshitake’s Registration & Firm History

WA

08/18/2009 - Present

U.s. Bancorp Investments, Inc. (Auburn WA)

WA

08/22/2008 - 01/05/2009

CHARLES SCHWAB & CO., INC. (BELLEVUE WA)

HI

06/04/2004 - 04/08/2008

LPL FINANCIAL CORPORATION (HONOLULU HI)

CA

09/26/2001 - 06/17/2004

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

11/03/2000 - 01/08/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NJ

12/03/1999 - 04/12/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

09/15/1999 - 12/08/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/17/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzette Emiko Yoshitake.
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