Feriba
Monis

U.S. Bancorp Investments, Inc

CRD#2961084
Investment Advisor
in Los Angeles, CA

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About this Advisor

Feriba Monis is a financial advisor operating in Los Angeles, California with 1 year of industry experience. Monis is an advisor for U.S. Bancorp Investments, Inc. Monis has gained experience at Hilltop Securities, Western International, Mickys Inc, Farmers Financial Solutions LLC, U.S. Bancorp Investments, Inc, Us Census Bureau and Western International Securities, Inc. Monis holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in California. U.S. Bancorp Investments, Inc is a registered investment company operating out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 advisors. It manages $13 billion in assets between its 57,394 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 57,394 accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees largely vary depending on the services. Fees charged by U.S. Bancorp Investments, Inc likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

633 West Fifth Street
Los Angeles, CA 90071

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

CA Average: $5,289,111,388
Total Number of Employees

1,987

CA Average: 157
Total Number of Accounts

57,394

CA Average: 8,262
Average Account Size

$233,336

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Feriba Monis Work History

Feriba has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

U.S. Bancorp Investments, Inc

2021 - 2022 (1 year)

Farmers Financial Solutions LLC

2019 - 2021 (2 years)

Us Census Bureau

2017 - 2019 (2 years)

Hilltop Securities

2016 - 2017 (1 year)

Western International

2016 - 2017 (1 year)

Western International Securities, Inc

2003 - 2016 (13 years)

Mickys Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Feriba Monis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Philip Etling
Cincinnati, OH
Jeff Nizich
Portland, OR
Brady Jacobsen
Lebanon, OR
Vincent Dhliwayo
West Linn, OR
Seth Thiele
Sioux City, IA
James Copenhaver
Saint Paul, MN
Casey Nelson
Saint Louis, MO
John Schmitt
Madison, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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