Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Himmelreich is a financial advisor with Wealth Enhancement Advisory Services, LLC. He is registered with the state of Connecticut, Louisiana, Maine and Texas as an Investment Advisor Representative. David has been in the industry since 1982. He is a Series 7 and Series 65 license holder. David has experience in Financial Planning, Pension Consulting, and Portfolio Management for 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
CT
06/02/2016 - Present
Wealth Enhancement Advisory Services, LLC (DARIEN CT)
NA
06/07/1982 - 08/16/1984
MERCER ALLIED CORPORATION
IA
Issued 01/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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