Alternative Investments: hedge funds and private equity
In-depth quarterly performance analysis and periodic reviews
Online access to account information
Purchase of individual stocks, bonds, open and closed end mutual funds and ETF's
Access to Targeted Services for Corporate Executives
Strategies to manage concentrated equity positions
Exchange funds and equity collars
Section 16, Rule 144, restricted and control stock sales
10b5-1 trading plans and stock-option exercise and sale programs
Liability management and specialized lending programs
Retirement Planning
Analysis of 401(k) plan sponsor options and defined-benefit plans
Non-qualified deferred compensation
IRAs, Roth IRAs, conversions and rollovers
Insurance planning, including long-term-care assessment
Pre-retirement planning and IRA pre-59 1/2 distributions
Review of fixed-income holdings
Access to Estate Planning and Trust Services1
Comprehensive estate planning and analysis
Philanthropic donor services
Objective insurance-based solutions
Personal trust services through other Wachovia affiliates
Trust-fund portfolio administration
Access to Lending Services2
Mortgage and real estate lending
Customized credit and structured debt
Liquidity financing, including secured and unsecured loans, and asset transfer financing strategies
Professional practice lending
Securitized lending for diversification and risk management3
Margin lending for stock option exercise
Marine and aircraft financing4
Insurance Management5
Liquidity that supports estate planning
Life insurance: whole life, universal life, variable life, term and second-to-die policies
Nonqualified retirement planning
Business succession planning
Enhanced executive compensation
Long-term care insurance
Liquidity Management
Taxable Investments
Inflation-Protected Securities (TIPS)
Tax Preferred Municipal Securities
Tax-Advantaged Investments
1 Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wells Fargo & Company. 2Lending and other banking services that are available through the Banking Services Group of Wells Fargo Advisors are provided by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Home Mortgage and Wells Fargo Home Equity Group, divisions of Wells Fargo Bank, N.A.; Wells Fargo Equipment Finance, Inc.; Wachovia Bank, N.A.; or Wachovia Bank of Delaware, N.A. Effective March 20, 2010, Wachovia Bank, N.A. and Wachovia Bank of Delaware, N.A. will become Wachovia Bank and Wachovia Bank of Delaware, divisions of Wells Fargo Bank, N.A. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice. 3There are risks associated with borrowing against securities as collateral. Please read your Agreement and Disclosure Statement, which will be included in your application packet. Securities held in a retirement account cannot be used as collateral to obtain a loan. 4 Wells Fargo Equipment Finance, Inc. offers aircraft and equipment financing through Wells Fargo Bank, N.A. 5 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors , LLC is a separate non-bank affiliate of Wells Fargo & Company.
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MN, MO, NH, NJ, NM, NY, OR, PA, RI, TX, VA, VT, WY). Securities-related services may not be provided to individuals residing in any state not listed above.
Investments in securities and insurance products:
ARE NOT FDIC-INSURED
ARE NOT BANK-GUARANTEED
MAY LOSE VALUE
Investment products and services are offered through Wells Fargo Advisors, LLC. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
