Working With A Chartered Financial Analyst® Charterholder

Navigating today's financial markets requires knowledge and experience. That's why we feel it's more important than ever to work with a professional who has earned the highly-regarded Chartered Financial Analyst® charterholder certification. Respect for the program's professional standards has made the CFA designation a mark of distinction for investment professionals around the world.

By working with you, Theodore J. Tadeusiak, a CFA® charterholder, believes you'll benefit from:

Institutional-Level Investment Credentials

CFA® charterholders offer an institutional-level of money management expertise to managing private client portfolios.

Industry-Leading Ethical Standards

The CFA® Program's Code of Ethics and Standards of Professional Conduct QS to ensure accuracy can be substantiated.

Global Investment Knowledge

The CFA® Program's globally relevant Candidate Body of Knowledge makes the CFA® designation a mark of distinction for investment professionals worldwide.

Proven Expertise

Gain confidence that you'll be working with a professional who has achieved one of the highest distinctions, reserved for a select group of rigorously-trained professionals.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, FL, GA, HI, IL, KS, MA, MI, NC, NE, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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