Value of the PIM ProgramWhy might you want to work with a PIM Manager?
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PIM CredentialsWells Fargo Advisors’ PIM Portfolio Managers must meet eligibility requirements which include:
A PIM Manager is also required to complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course. Less than 10% of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers – David Hood and Dee Warner are proud to hold this designation. Contact us to find out if working with a PIM Portfolio Manager is right for you. |