Verified recordFinancial Services

Wolf H. Scheck

Senior Vice President-investments at Wells Fargo Advisors

Based in New York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

w•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Wolf H. Scheck

My business is people and their financial well -being. I have developed and maintain a culture committed to earning my clients trust by striving to providing exceptional service. I ascertain to understand each client’s needs and work towards helping to provide strategies so that they can achieve their goals. Each client has special needs and my work is tailored to their special and specific requirements. Retirement, generational wealth transfer, portfolio building are areas of concern that are catered to. My knowledge of Capital Markets, combined with my experience in equity trading, hedging, and tax efficient strategies, is an asset that I use effectively in helping to assist my clients. My educational and practical background in areas of cash flow and risk analysis, and fundamental and technical analysis of stocks and markets are the bulwark for my managing my client's investment needs. Have proficiency, as well, in Estate Investment Planning, Retirement Planning Strategies, Retirement Planning, and provide access to lending services through Wells Fargo affiliates, Philanthropic Services, and Alternative Investments. This information is intended for use only by residents of: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NJ, NV, NY, OR, PA, TN, 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 Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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