Julie Mergen
Investment Consultant at U.S. Bancorp Investments, Inc.
- Role
- Investment Consultant at U.S. Bancorp Advisors
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Julie Mergen
Please direct all business communications to me at 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 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. 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# OE24641.
Experience
Investment Consultant
Dec 2022 — Present
Education
University of Oregon
Journalism
Trident University International
Bachelor of Science - BS, Organizational Leadership
Brooks Institute
Photography
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