Noosha
Sharif
U.S. Bancorp Investments, Inc
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About this Advisor
Noosha Sharif is a financial advisor based in Rancho Santa Fe, California, working with U.S. Bancorp Investments, Inc. Noosha has previously held positions at Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Jp Morgan Securities LLC, U.S. Bancorp Investments, Inc, and Jpmorgan Chase Bank. Noosha has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Noosha is part of U.S. Bancorp Investments, Inc, which operates out of Rancho Santa Fe, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
Noosha Sharif Work History
U.S. Bancorp Investments, Inc
Jp Morgan Chase Bank, N.A
Jp Morgan Securities LLC
Jp Morgan Securities, LLC
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of Noosha Sharif to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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