Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Jeanne Awad is a financial advisor with Wealth Enhancement Advisory Services, LLC. She is based in Plymouth, Minnesota. Martha has over 15 years of experience in the financial services industry. She is a Certified Financial Planner and Chartered Financial Analyst. Martha has a strong background in portfolio management and financial planning. She also serves on the advisory boards of several organizations.
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
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CO
04/21/2006 - 11/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NJ
07/03/2003 - 03/17/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/12/2001 - 07/10/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Martha Awad is the right advisor for you? Invested Better is here to help.
