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Advisors at Wells Investments may only conduct business with residents of the states for which they are properly registered.
To find out if we are registered in your state, please call our registration department directly at (863) 294-3361. Let us know of your interest, and we may become registered in your state if we are not already qualified to do business in your state. Account minimums may apply.
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Investment advisory services are offered through Wells Investments, Inc., a state of Florida registered investment advisor. Registration with any state securities authority or the United States Securities and Exchange Commission does not imply a certain level of skill or training.
The information set forth herein on this website was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us of the purchase or sale of any securities or commodities, or investment strategy.
Investing involves risk. There is always the potential to lose money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining prices, and declining or rising markets.
Wells Investments, Inc., and its investment advisor representatives, companies under common ownership, and their financial advisors/representatives do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decision.
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