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Alice Mary Halverson

Wealth Enhancement Brokerage Services, LLC

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About Alice Mary Halverson

Alice Halverson is a financial professional with over 10 years of experience in the industry. Alice is currently registered with Wealth Enhancement Brokerage Services, LLC, and previously was registered with LPL Financial LLC. Alice has a Series 7 and SIE license.

Firm Information

Alice Halverson is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alice Halverson’s Registration & Firm History

MN

10/10/2012 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alice Mary Halverson.
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