Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Bellamy is a financial advisor with Wealth Enhancement Advisory Services, LLC. He is a Certified Financial Planner and a Chartered Financial Analyst. He has been in the industry since 2013. John has a diverse background and has worked with a variety of clients, including individuals, families, businesses, and nonprofits. He is passionate about helping people achieve their financial goals. John is a registered investment advisor with the state of California. He is also a board member and president of the Bullpen Club, Inc., a nonprofit foundation that supports the Miramonte High School Baseball Program.
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
CA
01/30/2024 - Present
Wealth Enhancement Advisory Services, LLC (OAKLAND CA)
Active
Inactive
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