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Fred Robertshaw Senior Financial Advisor [email protected] (513) 639-3165 Direct Ryan Robertshaw Financial Advisor [email protected] (513) 639-3162 Direct 9200 Montgomery Road, 12A Cincinnati, OH 45242 (513) 621-2800 General (888) 643-1326 Toll-Free (513) 639-3160 Fax www.robertshaw.wfadv.com Go Independent with Wells Fargo Advisors Financial Network, LLC Share office space with our established FiNet Practice: Fred Robertshaw –Senior Financial Advisor Ryan Robertshaw – Financial Advisor Nancy Hacker – Branch Operations Manager

with Wells Fargo Advisors Financial Network, LLC Offices ... Brochure.pdf · Fred Robertshaw Senior Financial Advisor [email protected] (513) 639-3165 Direct Ryan Robertshaw

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Page 1: with Wells Fargo Advisors Financial Network, LLC Offices ... Brochure.pdf · Fred Robertshaw Senior Financial Advisor fred.robertshaw@wfafinet.com (513) 639-3165 Direct Ryan Robertshaw

Fred Robertshaw Senior Financial Advisor [email protected] (513) 639-3165 Direct Ryan Robertshaw Financial Advisor [email protected] (513) 639-3162 Direct

9200 Montgomery Road, 12A Cincinnati, OH 45242 (513) 621-2800 General (888) 643-1326 Toll-Free (513) 639-3160 Fax www.robertshaw.wfadv.com

Offices of Robertshaw    

Go Independent with Wells Fargo Advisors Financial Network, LLC

Share office space with our established FiNet Practice: Fred Robertshaw –Senior Financial AdvisorRyan Robertshaw – Financial AdvisorNancy Hacker – Branch Operations Manager

Page 2: with Wells Fargo Advisors Financial Network, LLC Offices ... Brochure.pdf · Fred Robertshaw Senior Financial Advisor fred.robertshaw@wfafinet.com (513) 639-3165 Direct Ryan Robertshaw

Our services will include the following:

• Privateoffice• Yourownkeytoaccessoffice24hoursaday• Useofconferenceroomforclientmeetings• Fulluseofansweringservice(i.e.IntelligentOffice)• Telephonewithdirectlineandfullfunctionality• AssistanceinACATprocess• Coffeeandsodaserviceforclients• Complianceoversightandsupport• Parkingspacerightinfrontofourbuilding• Kitchen• Professional,colorprint/fax/scan/copier• Officeshredderserviceavailabletoyouandyourclients

Items you will be responsible for:

• ComputerandsoftwaresetuponWellsFargoNetwork• Technologyplatformentitlements• Creatingyourownjobtitle• Healthinsurance• Salessupport• Businesscards,letterhead,andenvelopes• Allovernightmailingcosts• Technology,Errors&Omissionsfees• Stateregistration/licensing• TVand/orlaptops(ifwantedforpersonalofficespace)

* For Financial Professional Use Only

Sample Net Compensation

Next Steps:

WearelookingforanaccomplishedAdvisor(s)orteamthatisattractedtorealchange,potentialforhighercashflowsandfullownershipoftheirbookofbusiness.Wearelimitedinspaceandhaveroomforonlyafewmoreadvisors.Youoweittoyourfamily,yourself,andyourclientstolearnmoreaboutthisopportunitytobecomeindependentwithoneofthepremierfinancialfirmsinAmerica.Wewelcometheopportunitytodiscussthedetailsandinviteyoutoseeouroffices.

Pleasecallustodaytoscheduleaconfidentialvisittolearnmore!

Fred RobertshawSenior Financial Advisor

WellsFargoAdvisorsFinancialNetwork,LLC

9200MontgomeryRoad,Ste.12ACincinnati,OH45242Phone:(513)639-3165

Fax:(513)[email protected]