Unclaimed
Edward F. Silbert is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Edward has been in the financial services industry since 1982 and is currently licensed as a registered investment advisor in Massachusetts. Edward holds several professional designations, including Certified Financial Planner. Edward also provides financial planning and investment management services. Edward has experience with various types of clients, including individuals, businesses, and pension plans.
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
MA
09/22/2022 - Present
Wealth Enhancement Advisory Services, LLC (BURLINGTON MA)
MA
03/06/1984 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
NA
04/12/1982 - 02/15/1984
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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