Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dupuy is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Daniel has been working in the industry since 2016 and has Series 66, SIE, and Series 7 licenses. Daniel is also a registered investment advisor with Triad Advisors LLC and works in the Fulton, Maryland area.
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
11/10/2016 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Dupuy is the right advisor for you? Invested Better is here to help.
