Unclaimed
Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC, a firm specializing in investment advisory services. Andrea has been in the financial services industry since 2007 and is registered to provide investment advice in Minnesota. Andrea has a wide range of experience working with both individuals and institutions, including pension and profit sharing plans, charitable organizations, and high net worth individuals.
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
MN
04/22/2016 - Present
Wealth Enhancement Advisory Services, LLC (BURNSVILLE MN)
IA
04/07/2010 - 04/01/2016
INVESTMENT CENTERS OF AMERICA, INC. (WEST DES MOINES IA)
IA
08/28/2009 - 04/09/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DES MOINES IA)
IA
05/07/2009 - 07/13/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
04/16/2007 - 03/12/2009
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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