As a business owner with Wachovia Securities, you can put a host of innovative services and technologies to work for both your practice and individual clients. We believe these services and technologies reflect not only the strength of this company, but also its leadership in giving financial advisors new tools to attract and keep business.
  • Best Practices Group—an open forum where we share ideas that can help you run your practice more effectively
  • Professional Development Group offers educational and developmental opportunities on everything from investment products to productivity
  • EnvisionSM—a proprietary investment planning process that helps you and your client systematically and realistically make the investment decisions that can potentially lead to the achievement of the client's life goals
  • SmartStationSM is a workstation, integrating data management, branch management, access to research, planning, reporting and a myriad of other key functions into one system
Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation.
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.