Joanna Ramirez-Short, financial advisor Minneapolis MN

Joanna Ramirez-Short

CRD Number: 4274073
Current Firm: U.s. Bancorp Investments, Inc.

Joanna Ramirez-Short (CRD# 4274073) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Minneapolis, MN and has over 17 years of experience in the finance industry.

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U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Charlotte, NC Oct 2014 - Current 6
Oneamerica Securities Davidson, NC Mar 2010 - Sep 2014 4
American United Life Davidson, NC Jan 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Joanna F. Ramirez-Short
Phone Number: 800-888-4700
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    8,989
    MILLIONS
  • Total Number of Accounts
    42,344
    ACCOUNTS
  • Average Account Value
    $212,275
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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