Unclaimed
David Khalil is a financial advisor with Wealth Enhancement Advisory Services, LLC. He is based in Plymouth, Minnesota and has been in the financial services industry since September 1992. David Khalil is registered with the state of New York and is a Chartered Financial Analyst. He provides financial planning, portfolio management, and pension consulting services. David Khalil has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
Active
Inactive
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