One of the options you will have with us is to provide your clients an array of advisory money management platforms—including Separately Managed Accounts, Mutual Fund Wrap Programs, Client Directed Accounts and Financial Advisor Directed Accounts. Each reflects our rigorous, research-driven approach to money management.

Additional products help assure your ability to serve your clients' needs across a broad spectrum of financial services including:

  • Command Asset Program, which incorporates expense management, credit lines, bill paying and check writing
  • Personal Trust Services available through your practice by Wachovia Trust Company*
  • Lending Services, accessible to your clients for all types of personal and business needs*
  • Annuities and Insurance, including life, disability and long-term care*
  • Alternative Investments and Structured Products, a broad range of highly specialized products for clients with substantial assets
*Through affiliates
Doug Dorsey launched Chesapeake Asset Management in 2007.
Hear his take on Independence with FiNet
Oct 1, 2008
John Peluso Writes To The Editor of Registered Rep
"The August 2008 article by Halah Touryalai concerning the SEC proposal to amend Reg S-P misrepresents the position of Wachovia Securities as it relates to the independent contractor business."  >>
FOR INVESTMENT PROFESSIONAL USE ONLY – NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.
Wachovia Securities is the trade name used by two separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Chesapeake Asset Management is a separate entity from Wachovia Securities and Wachovia Securities Financial Network.