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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alaina? Claim Your ProfileAlaina Mattix is an Investment Advisor Representative at Wealth Enhancement Advisory Services, LLC. Alaina Mattix has been in the financial services industry since 2014. Alaina Mattix has passed the Series 63, Series 7, Series 65, and SIE exams. Alaina Mattix is registered in Georgia as an Investment Advisor Representative. Alaina Mattix has a previous employment history with The Vanguard Group, Inc. and Ally Financial Inc. Alaina Mattix works at Wealth Enhancement Advisory Services, LLC, which has approximately $72 billion in regulatory assets under management and employs more than 600 investment adviser representatives. The firm specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
GA
03/31/2022 - Present
Wealth Enhancement Advisory Services, LLC (ATLANTA GA)
NC
09/15/2016 - 08/01/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 08/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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