Unclaimed
Christophe Dionot is a financial advisor with over 14 years of experience in the industry. Christophe has worked at several firms, including Triad Advisors LLC and Lincoln Financial Advisors Corporation. Christophe is currently registered with Wealth Enhancement Advisory Services, LLC and is licensed in multiple states. Christophe's current firm offers a variety of services, including financial planning, portfolio management, and pension consulting.
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
07/23/2019 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
11/01/2010 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
12/08/2008 - 11/02/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
BOTH
Issued 04/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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