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Vitalia Melman

U.s. Bancorp Investments, Inc.

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About Vitalia Melman

Vitalia Melman is a financial advisor with U.S. Bancorp Investments, Inc. Vitalia has been in the industry since 2005. Vitalia is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, New Hampshire, Ohio, Virginia, and Wisconsin. Vitalia holds Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Vitalia is also a Registered Investment Advisor.

Firm Information

Vitalia Melman 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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Vitalia Melman’s Registration & Firm History

WI

06/13/2022 - Present

U.s. Bancorp Investments, Inc. (Milwaukee WI)

WI

04/22/2008 - 09/27/2018

CHARLES SCHWAB & CO., INC. (Brookfield WI)

WI

08/30/2005 - 03/03/2008

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 06/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/11/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vitalia Melman.
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