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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Ricardo Huergo is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Dennis Ricardo Huergo is based out of Plymouth, Minnesota and has been in the industry since 2013. Dennis Ricardo Huergo offers financial planning, pension consulting, educational seminars, and selection of other advisors as part of their services. Dennis Ricardo Huergo has a history of working with individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and high-net-worth 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
MN
03/14/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
01/25/2016 - 10/07/2019
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NJ
10/30/2014 - 01/26/2016
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NJ
12/10/2013 - 09/11/2014
PFS INVESTMENTS INC. (PARAMUS NJ)
BC
Issued 02/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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