Business model options
Opportunities for experienced advisors
As a seasoned financial advisor, chances are you have a good idea of what works best for you when it comes to your practice. And we know what works best for our advisors — options. That's why working with the Wells Fargo team comes with a wealth of resources and opportunities — including events and community-building functions — to help grow your business and propel your practice to where you envision it to be. From traditional avenues to more independent models, we put the choice in your hands. Because after all, it's your career.
Independence — Your practice, your way
Retain your spirit of independence in your practice with the Wells Fargo Advisors Financial Network. Having the best of both worlds, you originate client relationships and manage your business as an independent owner, but have access to a robust range of Wells Fargo product solutions.
Keeping it traditional
If you prefer to go with a more traditional broker-dealer model, you'll have the option of primarily originating client relationships on your own, or through a combination of self-originated and banking team referrals while working out of a branch. Whichever route you choose, you'll have access to the full range of Wells Fargo resources to help meet your clients' needs.
New advisors
Anthony Petisco
Vice President, Branch Manager
Heritage: Cuba/Puerto Rico
Advisor programs & resources
From programs in business development, coaching, and leadership to annual summits, regional events, and teaming with like-minded advisors for joint business opportunities, you can pick and choose the resources that will help you make the most of your chosen path.
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