Seniority
Staff
Department
Customer/Client Service
Location
Glendale
Industry
Insurance
Company size
31
Contact information
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p•••••••@usba.com
Phone
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Background
About Patty Kerman
Wealth Management Client Associate. Dedicated to providing the best service to clients and meeting the needs of our advisors. SIE, Series 6, Series 7, Series 63, Series 66, and CA Life, Accident & Health licensed. Westmont College alum with 2 degrees in Economics & Business and Communication Studies. Exemplified excellent critical thinking, problem-solving, and communication skills through these experiences. Alum of the Westmont Warriors Women's Volleyball Brokerage and investment advisory services offered by U.S. Bancorp Advisors LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of U.S. Bancorp. Insurance services offered by USBA Insurance Services, having a California domicile and principal place of business at 800 N. Brand Blvd, Glendale, CA 91203. California State Insurance License No.
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