Private Investment Management
As PIM Portfolio Managers, Marc Alexander and Seth Asher offer customized investment portfolios geared toward clients' specific investment goals. PIM Portfolio Managers must meet criteria including proven experience as a Portfolio Manager, substantial assets under management, our firm’s requirement for industry experience, successful completion of FINRA Series 65 or 66 exam, Branch Office Manager/Qualified Supervisor and Regional President approval, and completion of our advanced training program.
The PIM program may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network, LLC advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.