Augustine Azevedo
First Vice President – Investments, Senior Financial Advisor at Wells Fargo Advisors
- Role
- First Vice President Investments- Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Augustine Azevedo
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of…
Experience
First Vice President Investments- Senior Financial Advisor at Wells Fargo Advisors
Apr 2011 — Present
Meet with clients to collect financial information, assess investment profile, and evaluate clients’ financial needs through proper planning. Determine which financial products are appropriate and advise clients regarding advantages and disadvantages of different financial products such as bonds, mutual funds, annuities, insurance, and alternative investments. Identify and refer clients to other financial services and specialists as needed.
Skills
- Stock Market Analysis
- Retirement Plan Consulting
- Financial Advisory
- Strategic Planning
- Fixed Income Strategies
- Insurance
- Investments
- 401k Rollovers
- Retirement Planning
- Securities
- Financial Services
- Asset Allocation
- Mutual Funds
- Risk Management
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