Last Revised 4/27/2021
Umpqua Bank provides its existing and prospective clients with information and financial tools to be informed consumers. We don’t directly offer securities, investment products, or investment advice, but may refer you to unaffiliated third-parties with whom we have a financial relationship. As such, this document should not be read as an investment recommendation or investment advice. Please contact us for more information about these relationships.
Investments and insurance products are offered through Steward Partners Investment Solutions, LLC, (“SPIS”) registered broker/dealer, Member FINRA/ SIPC. Umpqua Bank/Umpqua Private Bank is not a registered broker/dealer or affiliated with SPIS. Financial professional is an employee of Umpqua Bank and an independent contractor of SPIS.
Investments and insurance products offered through SPIS are:
• NOT A BANK DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • and MAY GO DOWN IN VALUE.
Ferguson Wellman Capital Management, Inc. a registered investment advisor is not affiliated with Umpqua Bank, but may share revenue in certain instances.
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