Unclaimed
Alexander Bernier is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Alexander has been in the industry since March 2014. Alexander is registered in New York. Alexander's firm has offices in Pittsford, New York and Plymouth, Minnesota. Alexander also provides financial services to Recovery Fitness, Inc., serving as their treasurer.
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
NY
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PITTSFORD NY)
Active
Inactive
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