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  1. Wells Fargo Advisors offers a variety of advisory services programs for you to choose from. Some invest in mutual funds while others employ exchange-traded products (ETPs) or individual investments, such as stocks, bonds, and commodities-based investments.

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  3. We offer three distinct ways to invest, allowing us to serve or assist you on your terms. Compare Our Services To help you choose the right service level and approach for you, here’s a side-by-side comparison of our investment services.

  4. How you pay is broadly based on the types of services we provide: investment advisory (percentage of assets held in your account), brokerage (sales charge on each transaction), and fee-based planning services.

  5. Wells Fargo Advisors offers standard WellsTrade investment accounts and accounts for Traditional IRAs, Roth IRAs, SEP IRAs, and Coverdell Education Savings Accounts (ESAs).

  6. Jul 17, 2020 · Banking Services: With your Wells Fargo Advisors account, you'll have access to all the services. This includes a platinum debit card, account alerts, unlimited checkwriting privileges, and access to Wells Fargo Bank locations nationwide.

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  7. Aug 13, 2024 · What services can Wells Fargo Advisors provide? As a financial advisory firm, Wells Fargo Advisors can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks ...

  8. You can decide what products you would like to have managed, such as mutual funds, exchange-traded funds (ETFs), stocks, bonds, and commodity-based investments. We can discuss the programs with you and see what fits your situation – and what makes you feel more confident in helping you reach your goals. Next steps.

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