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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 Joseph Pitlosh is a financial advisor with Wealth Enhancement Advisory Services, LLC. John Joseph Pitlosh has been a registered investment advisor since 2001 and has experience in the financial services industry since 1999. John Joseph Pitlosh has a wide range of experience with clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. John Joseph Pitlosh is a Certified Financial Planner and has passed the Series 7, 31, 52, and 63 examinations. John Joseph Pitlosh is also registered as an investment advisor representative in Florida and Texas.
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
10/26/2021 - Present
Wealth Enhancement Advisory Services, LLC (COCONUT GROVE FL)
IL
11/21/2003 - 12/03/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IN
11/21/2003 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/23/2002 - 07/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
07/29/1999 - 06/20/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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