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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Feldman is a financial advisor with Wealth Enhancement Advisory Services, LLC. Louis has been in the financial services industry since 2007. Louis is a Certified Financial Planner and a Personal Financial Specialist. Louis's firm has offices in Plymouth, Minnesota and Coconut Grove, Florida. The firm manages assets for individuals, families, businesses, charitable organizations, and pension plans. Louis is registered to provide investment advice 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
MN
10/27/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
06/17/2014 - 12/15/2014
HD VEST INVESTMENT SERVICES (Miami FL)
FL
06/29/2011 - 06/21/2012
SAGEPOINT FINANCIAL, INC. (MIAMI FL)
FL
02/01/2011 - 06/20/2011
AXA ADVISORS, LLC (MIAMI FL)
FL
03/24/2010 - 12/10/2010
METLIFE SECURITIES INC. (PLANTATION FL)
BC
Issued 08/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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