Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Ham is a financial advisor with Wealth Enhancement Advisory Services, LLC, based in Plymouth, Minnesota. Laurie has been in the financial industry since November 2005. Laurie is a Certified Financial Planner. Laurie has Series 7, Series 63, Series 24 and Series 51 licenses. Laurie's registration with Wealth Enhancement Advisory Services, LLC began on March 1, 2021 and Laurie provides financial advisory services through Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm.
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
03/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CT
05/08/2012 - 03/03/2021
TRIAD ADVISORS LLC (DANBURY CT)
CT
11/08/2005 - 05/11/2012
ROYAL ALLIANCE ASSOCIATES, INC. (DANBURY CT)
IA
Issued 02/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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