Malik J. Khaliq

PIM Portfolio Manager, Senior Financial Advisor

Listen:

We start every relationship by listening to you, gathering all the information important to pursue your goals.

Plan:

We organize and construct your information into a custom action plan that is specifically tailored to you and your family.

Examine:

We strategically explore various investment scenarios and outcomes, striving to stay on top of the market as it shifts, because life changes happen on a fluent basis.

Show:

Our investment process focuses on risk management in your portfolio while striving to maximize returns geared to your risk tolerance.  We keep you appraised of your progress.

Implement:

We coach you through your important life decisions and work closely with your personal and corporate wealth management team, including your attorney, CPA, etc.

Review:

By building a strong, long lasting, trustworthy relationship we will help keep you on track to reach your financial goals.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, NE, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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