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INVESTING OPTIONS QUIZ


Asset 17
What best describes you?
I’m independent and like to research and find my own solutions.

I like convenience and am comfortable using technology to simplify my life.

My investments have grown, and my financial life has become more complex.

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Your results are based on your responses. The information provided is education
and is not intended to be a recommendation.

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not
insured by any federal government agency.

U.S. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S.
Bancorp Investments.

U.S. Bancorp Investments and its representatives do not provide tax or legal
advice. Your tax and financial situation is unique. You should consult your tax
and/or legal advisor for advice and information concerning your particular
situation.

Investment and insurance products and services including annuities are available
through U.S. Bancorp Investments, the marketing name for U.S. Bancorp
Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage
subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must
provide clients with certain financial information. The U.S. Bancorp Investments
Statement of Financial Condition is available for you to review, print and
download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for
BrokerCheck to allow investors to learn about the professional background,
business practices, and conduct of FINRA member firms or their brokers. To
request such information, contact FINRA toll-free at 1-800‐289‐9999 or via
https://brokercheck.finra.org. An investor brochure describing BrokerCheck is
also available through FINRA.

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