Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Furciniti is a financial advisor with Wealth Enhancement Advisory Services, LLC. Gerald is a Chartered Financial Analyst and has been in the industry since March 2001. Gerald is registered with the state of New York and Texas as an Investment Advisor Representative (IAR). Gerald has been working with Wealth Enhancement Advisory Services, LLC since November 2021. Gerald has experience working in the financial services industry with QCI Asset Management, Inc. and WEALTH EHNAHCEMENT GROUP. The firm is registered with the SEC and has offices in Pittsford, New York and Plymouth, Minnesota. The firm has a client base of individuals, corporations, and other entities. Wealth Enhancement Advisory Services, LLC provides a variety of financial services, including financial planning, portfolio management, and educational seminars. The firm's compensation structure is based on fees, hourly charges and a percentage of assets.
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
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2
NY
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PITTSFORD NY)
Active
Inactive
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