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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kaiser is a financial advisor at Wealth Enhancement Advisory Services, LLC. John has over 20 years of experience in the financial services industry. John is a Certified Financial Planner and holds the Series 63, SIE and Series 7 licenses. John's specializations include retirement planning, college savings, investment management, and estate planning. John is a strong advocate for helping clients meet their long-term 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
NJ
01/04/2023 - Present
Wealth Enhancement Advisory Services, LLC (ISELIN NJ)
NJ
06/09/2014 - 12/31/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
09/28/2010 - 06/06/2014
FCG ADVISORS, LLC (CHATHAM NJ)
PA
02/03/2009 - 07/19/2010
WADDELL & REED, INC. (YARDLEY PA)
NJ
10/05/1999 - 11/25/2008
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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