Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid MacE is a financial advisor with Wealth Enhancement Advisory Services, LLC. David is a Certified Financial Planner. David has been a registered investment advisor for over 24 years. David is experienced in providing financial planning, pension consulting, educational seminars, and selection of other advisors. David has held previous roles at UVEST Financial Services Group, Inc., Primevest Financial Services, Inc., United Heritage Financial Services, Inc., and Mony Securities 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
MN
02/10/2025 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
KS
11/05/2008 - 12/21/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SMITH CENTER KS)
KS
08/19/2004 - 10/14/2008
PRIMEVEST FINANCIAL SERVICES, INC. (PHILLIPSBURG KS)
ID
02/02/2000 - 08/18/2004
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
NY
12/03/1998 - 02/11/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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