Joseph Xerri, AAMS

Senior Vice President - Investment Officer

Municipal Bond Offering Sheet

Let us help find a bond that fits your parameters- click here and let us know what you are looking for or request a copy of our current weekly offering sheet. Make sure you put in your email address and indicate if you would like the list to be sent out one time or every week.

High Net Worth Portfolio Review

We offer a free personalized service to individuals and trusts whose municipal bond holdings are over $250,000.00. 

The Portfolio Review Service provided by Joseph Xerri (732-576-4892) includes:

Quarterly market evaluations.

Ratings updates on a monthly basis.

Notification of called bonds.

Unrealized profit/loss report.

Monthly Income Report.

Interest mailed in a timely manner or placed into a money market with free check writing. 

Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk especially if investing in high yield bonds, which have lower ratings and are subject to greater volatility. All fixed income investments may be worth less than original cost upon redemption or maturity. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline of the value of your investment.

Income from municipal securities is generally free from federal taxes and state taxes for residents of the issuing state. While the interest income is tax-free, capital gains, if any, will be subject to taxes. Income for some investors may be subject to the federal Alternative Minimum Tax (AMT)

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
This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, IL, MA, MD, ME, NC, NJ, NY, OK, PA, SC, TN, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment products and services are offered through Wells Fargo Advisors. 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

 © 2020 Wells Fargo Clearing Services, LLC. All rights reserved.