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Finley School District

Wells Investment Securities

This Vendor Page has not been approved by Wells Investment Securities,
but the information provided should be useful to you.

Wells Investment Securities - General Status

Wells Investment Securities has not yet posted a company statement or 403(b) market status update at this time.

Wells Investment Securities Web Homepage

Wells Investment Securities has NOT provided any link to its home office webpage at this time.

Product Information

Click the link(s) below for information on Wells Investment Securities investment products:

Fee Information

Click the link(s) below for information on the fees associated with Wells Investment Securities accounts:

403(b) Investment Options

Wells Investment Securities offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Wells Investment Securities does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Wells Investment Securities are marketed using the following approaches:

Helpful Employee Resources

Wells Investment Securities has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Wells Investment Securities provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Wells Investment Securities, please visit our General Wells Investment Securities Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


Wells Investment Securities - Finley School District Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Wells Investment Securities Plan Number

When contacting Wells Investment Securities or its local contacts, have ready your Finley School District - Wells Investment Securities PLAN OR GROUP NUMBER: To Be Determined

Finley School District EIN

When contacting Wells Investment Securities or its local contacts, you may require the Finley School District EIN: 916001572

Finley School District Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Wells Investment Securities on Finley School District list of authorized vendors.

Request Additional Information from Wells Investment Securities

Wells Investment Securities has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Wells Investment Securities has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Finley School District 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Finley School District does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Wells Investment Securities does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Wells Investment Securities has not provided copies of or links to any Vendor Forms. Please contact Wells Investment Securities to request any forms you might need.

Finley School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Finley School District 403(b) Plan and much more on the Finley School District Information Page, available by clicking here.