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Terri Shaw Whobrey

U.s. Bancorp Investments, Inc.

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About Terri Shaw Whobrey

Terri Shaw Whobrey is a financial advisor who is registered with U.S. Bancorp Investments, Inc. and currently provides financial services in Louisville, Kentucky. Terri has been in the financial industry since 2019. Terri holds the Series 66, Series 7TO, and SIE securities licenses. Terri's previous employers include PNC Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Terri Whobrey 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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Terri Whobrey’s Registration & Firm History

KY

11/15/2024 - Present

U.s. Bancorp Investments, Inc. (Louisville KY)

KY

11/15/2021 - 01/10/2023

PNC INVESTMENTS (LOUISVILLE KY)

KY

08/07/2019 - 11/12/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 10/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Terri Shaw Whobrey. Review regulatory record here.
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