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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Davis Perry is an Investment Advisor Representative at Wealth Enhancement Advisory Services, LLC in PORT ST LUCIE, FL. Jeffrey has been in the financial services industry since 01/2011. He has passed the Uniform Investment Adviser Law Examination and is registered to provide investment advisory services in Florida and Massachusetts. Jeffrey's previous experience includes working at the Barnstable County Sheriff's Office and Asset Management Resources, 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
FL
02/07/2024 - Present
Wealth Enhancement Advisory Services, LLC (PORT ST LUCIE FL)
IA
Issued 04/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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