Melissa
Margallo
U.S. Bancorp Investments, Inc
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About this Advisor
Melissa Margallo is a financial advisor based in San Diego, California, working with U.S. Bancorp Investments, Inc. Melissa has previously held positions at Trilogy, National Planning Corporation, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Investments, and U.S. Bancorp Investments, Inc. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Melissa is part of U.S. Bancorp Investments, Inc, which operates out of San Diego, 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
Melissa Margallo Work History
U.S. Bancorp Investments, Inc
Fidelity Investments
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Trilogy
National Planning Corporation
Disclosures
Please visit the SEC profile of Melissa Margallo 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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