Wells Fargo Advisors, LLC
Richard J. Paganelli
Senior Vice President - Investments, CRPC®
"Senior Vice President - Investments"
15 Years of Experience
- Insurance License# GA 512010
- Firm CRD# 19616
- Series 7, 3, 65, 63, 9, 10, 31
- CRD# 2858426
Offers & Pledges
- I provide a free initial consultation:
Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1.A clear understanding of their financial goals
2.A well-defined roadmap for achieving those goals
3.Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on please contact us today.
HIGHLIGHTS
| General Information |
| Firm Start Year: | 1997 |
| No.of Employees: | 20-49 |
| Insurance License#: | GA 512010 |
| Name of Broker/Dealer: | Wells Fargo Advisors, LLC |
| Name of Custodial Firm: | First Clearing |
| States Licensed in: | GA, FL, SC, PA, NY, MO, WA, ID, NJ, OH, TX |
| Number of Years with Current Firm: | 1 |
| I work with the following types of clients: | Individual Investors , Businesses |
| Services |
| Investment Types: | Exchange Traded Funds (ETFs) , Alternative Investments , Investment Advisory Services , Stocks , Mutual Funds , Bonds |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity , Disability , Life , Variable Annuity , Long Term Care , Variable Life |
| Firm Information |
| I work with clients as part of a team: | Yes |
| Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Articles
Eight tax tips that will save you time and money
When all the holiday dust settles, tax time begins for millions of
Americans. Regardless of when you file, follow these tips to make preparing
your 2010 taxes easier.
more
Five vital questions to prepare for your financial future
Have you ever wondered if you'll be able to afford retirement? Do you
question if your finances will keep you afloat if your family were to
experience a medical emergency or another expensive and unplanned event?
Take one hour to review your finances and discover if there are areas where
your plans can be stronger.
more
Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting
national - and world - economy, job losses, pay cuts and a tough employment
market. It can certainly be difficult to see the good in those
circumstances, but helpful things can come out of these challenging times.
You don't need to be a Pollyanna, but taking a practical look at how the
recession affects your personal finances can show that there are some
positives.
more
By using this site you agree to our terms of service. Copyright @ 2013 WiserAdvisor.com. All Rights Reserved.
