Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC. Melissa has been in the industry since 1999. Melissa holds Series 63, Series 66, Series 7, and SIE licenses. Melissa is registered in 30 states and the District of Columbia.
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
WI
12/05/2018 - Present
Wealth Enhancement Advisory Services, LLC (Clinton WI)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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