Melissa N. Margallo

Melissa N. Margallo Email and Phone Number

Wealth Management Advisor at U.S. Bancorp Investments, Inc. @ U.S. Bancorp Investments, Inc.
minnesota, united states
Melissa N. Margallo's Location
San Diego County, California, United States, United States
About Melissa N. Margallo

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.

Melissa N. Margallo's Current Company Details
U.S. Bancorp Investments, Inc.

U.S. Bancorp Investments, Inc.

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Wealth Management Advisor at U.S. Bancorp Investments, Inc.
minnesota, united states
Employees:
690
Melissa N. Margallo Work Experience Details
  • U.S. Bancorp Investments, Inc.
    Wealth Management Advisor
    U.S. Bancorp Investments, Inc. Jul 2023 - Present
    San Diego, California, United States
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Nov 2021 - Jul 2023
    Del Mar, California, United States
  • Bank Of America Merrill Lynch
    Registered Senior Wealth Management Client Associate
    Bank Of America Merrill Lynch Apr 2017 - Oct 2021
    Rancho Santa Fe, California, United States
  • Bank Of America Merrill Lynch
    Financial Solutions Advisor
    Bank Of America Merrill Lynch Apr 2015 - Apr 2017
    San Diego, California, United States
  • Trilogy Financial Services
    Financial Advisor
    Trilogy Financial Services Sep 2009 - Apr 2015
    Del Mar, California, United States
    Cleared 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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