Unclaimed
Ezekiel Waisel is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Ezekiel is licensed in Massachusetts and Minnesota. He has 7 years of experience in the financial services industry and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations. Ezekiel provides financial planning and investment management services, and is also a certified financial planner.
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
10/18/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MA
10/30/2018 - 12/20/2019
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
04/11/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH BOSTON MA)
MA
11/24/2014 - 01/25/2017
PRUCO SECURITIES, LLC. (NEEDHAM MA)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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