Securities Registered in the following states: AZ, CA, CO, FL, GA, IN, MI, MS, NC, NM, NV, NY, SC, TX, VA, WI
CA Insurance License: Lic# 4008122 Resident State: Arizona
*Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.