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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Lomeo is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Joseph has been in the financial services industry for over 10 years and has a background in securities and investment advising. Joseph is registered in Colorado as an Investment Advisor Representative. Joseph has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Joseph is committed to providing clients with personalized financial advice and helping them achieve their 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
MN
10/04/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WA
03/13/2014 - 08/08/2016
SYMETRA SECURITIES, INC. (BELLEVUE WA)
IA
Issued 08/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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