Wells Fargo Advisors, LLC
Financial Advisor, WBS
January 2009 — Present
Meet with clients to collect financial information, assess investment profile and evaluate client’s financial needs, in order to determine which financial products best meet those needs and financial circumstances, based on my knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Recommend investment solutions and advise clients regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments. When applicable, identify and refer clients to other financial services and specialists if needed including trust, banking and credit products, available through our affiliates
Actively co-managing $115m Assets, $22.7m in Fee Based Assets
Prepare and interpret for clients information such as investment performance reports, financial document summaries and income projections
Monitor financial market trends to ensure that plans are effective and to identify and implement any necessary updates
Series 7, 66 registered and NJ State Life, Health, Variable Insurance License.
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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