The Peart-Foster Group of Wells Fargo Advisors would like to offer you a free review of your portfolio.
Our portfolio insight will:
Summarize your equity and mutual fund holdings by type, sector and asset class
Estimate and categorize monthly income
Provide multiple ratings on each stockholding in your portfolio
Provide a view of your equity positions sorted by sector and compared against a benchmark
Create a customized view of your fixed-income holdings including: a view of asset class, monthly income, redemptions over rolling 12 months, potential callable exposure, duration and average life
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