Unclaimed
Daniel Criscuolo is a financial advisor with Wealth Enhancement Advisory Services, LLC, located in Iselin, NJ. Daniel has been a registered investment advisor in the industry since January 2022. Daniel holds the Series 7, Series 66, and SIE licenses. Daniel has also been with LPL Financial, LLC.
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
NJ
01/03/2023 - Present
Wealth Enhancement Advisory Services, LLC (ISELIN NJ)
NJ
01/15/2022 - 12/31/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ISELIN NJ)
BOTH
Issued 03/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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