Seana Chung

Wealth Management Advisor @U.S. Bancorp Advisors

Los Angeles, CA, US
MOBILE NUMBERS
+17•••••••77

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WORK HISTORY

Oct 2023 — Present

Wealth Management Advisor @U.S. Bancorp Advisors

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Extensive knowledge of U.S. Bancorp Advisors’ products and services, which includes stocks, bonds, options, mutual funds, managed accounts, annuities, insurance products, etc.• Work with each client to determine their individual investment needs and goals, review their existing investment portfolios/allocations / insurance and assist clients with developing plans to help meet their specific needs.• Advise customers about the wide range of comprehensive investment products and services offered by U.S. Bancorp Advisors.• Responsible for staying current on market information, trends, cycles, and various reports that could affect the financial investment marketplace.

ABOUT SEANA CHUNG

As your trusted Wealth Management Advisor from U.S. Bancorp Advisors, there are a number…

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