Unclaimed
Andres Fernandez-salvador is an investment advisor representative with Wealth Enhancement Advisory Services, LLC, a firm that provides investment advisory services. Andres has been in the industry for over a decade and holds both Series 7 and Series 66 licenses. He has previously worked at Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, PNC Investments, Morgan Stanley Smith Barney, and Edward Jones. Andres is a registered investment advisor in New York and Texas.
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
06/01/2022 - Present
Wealth Enhancement Advisory Services, LLC (GREAT NECK NY)
NY
03/12/2015 - 07/12/2019
CHARLES SCHWAB & CO., INC. (MANHASSET NY)
FL
09/05/2013 - 02/25/2015
J.P. MORGAN SECURITIES LLC (SUNNY ISLES BEACH FL)
FL
05/31/2012 - 08/23/2013
PNC INVESTMENTS (FORT LAUDERDALE FL)
FL
04/21/2011 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
01/10/2011 - 04/18/2011
EDWARD JONES (BOCA RATON FL)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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