Guided by industry-leading research

As a Fundamental Choice Portfolio Manager, Bill Allen, First Vice President - Investments,  is able to offer discretionary managed portfolios. This program is based on the fundamental research ratings for various investment products made by Wells Fargo Advisors’ correspondent research sources. Bill is able to manage client portfolios based on the research of Wells Fargo Investment Institute and on correspondent research firms’ recommendations and market strategies, as well as the Fundamental Choice guidelines. Each portfolio follows an investment plan customized to the client’s needs and represents a blend of stocks, cash alternatives, exchange-traded funds, select closed-end funds and allowable mutual funds.

Prerequisites:

In order to become a Fundamental Choice Portfolio Manager, Bill met the following criteria:

Has at least two years as a Financial Advisor or equivalent.png
Holds the FINRA series 65 or 66.png
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The Fundamental Choice Program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.00.
Snider Allen Financial Group

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 (AR, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WI). 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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