Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Eleazar Palafox is a financial advisor with over 25 years of experience in the financial services industry. Jose has held various roles at several firms, including Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Linsco/Private Ledger Corp. Jose is currently registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC in Texas. Jose is also a registered Investment Advisor Representative with Wealth Enhancement Group in Minnesota. Wealth Enhancement Advisory Services, LLC specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
TX
06/17/2024 - Present
Wealth Enhancement Advisory Services, LLC (THE WOODLANDS TX)
SC
12/17/2002 - 02/28/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
01/11/2000 - 11/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
03/26/1997 - 12/21/1999
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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