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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
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
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]