Melissa N. Margallo Email and Phone Number
Getting to know your story and understanding your financial needs is how a good financial advisor, like me, can work to guide you through life’s complexities and help you plan accordingly. Through investment education, I can partner with you to develop a financial plan that will help you work toward your financial goals. I am a Wealth Management Advisor with U.S. Bancorp Investments and can help provide you with guidance.Please direct all business communications to me at melissa.margallo@usbank.com./*********/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 AGENCYInvestment 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. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.
U.S. Bancorp Investments, Inc.
View- Employees:
- 690
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Wealth Management AdvisorU.S. Bancorp Investments, Inc. Jul 2023 - PresentSan Diego, California, United States -
Planning ConsultantFidelity Investments Nov 2021 - Jul 2023Del Mar, California, United States -
Registered Senior Wealth Management Client AssociateBank Of America Merrill Lynch Apr 2017 - Oct 2021Rancho Santa Fe, California, United States -
Financial Solutions AdvisorBank Of America Merrill Lynch Apr 2015 - Apr 2017San Diego, California, United States -
Financial AdvisorTrilogy Financial Services Sep 2009 - Apr 2015Del Mar, California, United StatesCleared through National Planning Corp
Frequently Asked Questions about Melissa N. Margallo
What company does Melissa N. Margallo work for?
Melissa N. Margallo works for U.s. Bancorp Investments, Inc.
What is Melissa N. Margallo's role at the current company?
Melissa N. Margallo's current role is Wealth Management Advisor at U.S. Bancorp Investments, Inc..
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