Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Dennis Zopfi is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Gerard has been in the industry since 1983, and has experience in both the brokerage and investment advisory fields. Gerard has passed the Series 7 and Series 65 examinations, and holds registrations in Connecticut and Texas. Gerard specializes in providing financial planning, portfolio management, and pension consulting services to individual clients, corporations, and other institutions. Wealth Enhancement Advisory Services, LLC, is a financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals and families. The firm is committed to building long-term relationships with its clients and helping them achieve their financial goals.
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
CT
06/02/2016 - Present
Wealth Enhancement Advisory Services, LLC (DARIEN CT)
NA
05/25/1983 - 05/09/1985
MERCER ALLIED CORPORATION
IA
Issued 12/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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