Unclaimed
David John Demeuse is a financial advisor who has been in the industry since 1993. David is registered with Wealth Enhancement Advisory Services, LLC and is licensed in Wisconsin. David is a Certified Financial Planner. David's previous employment includes LPL Financial LLC, Park Avenue Securities LLC and Guardian Investor Services Corporation.
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
WI
04/01/2019 - Present
Wealth Enhancement Advisory Services, LLC (GREEN BAY WI)
WI
01/04/2000 - 12/31/2014
LPL FINANCIAL LLC (GREEN BAY WI)
NY
05/03/1999 - 01/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/11/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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