Unclaimed
Gregory Adam Haywood is a financial advisor registered in Minnesota. Gregory is currently employed by Wealth Enhancement Advisory Services, LLC and has over 10 years of experience in the financial services industry. Gregory has a Series 63 and 65 license and holds the SIE and Series 7 exams. Gregory works with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Gregory is also an ERISA 3(38) investment manager. Gregory Adam Haywood provides investment advisory services through Wealth Enhancement Advisory Services LLC.
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
09/30/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
08/13/2021 - 11/29/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
09/11/2015 - 04/28/2021
CETERA ADVISOR NETWORKS LLC (EDINA MN)
MN
04/27/2015 - 08/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/23/2014 - 04/27/2015
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/27/2013 - 01/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 06/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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