Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dematteo is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Michael has been in the financial services industry for over 30 years and has a broad range of experience in providing investment advice to individuals, businesses, and charitable organizations. Michael is also a registered investment advisor in the state of New York.
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
07/16/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
11/16/2007 - 08/27/2019
PURSHE KAPLAN STERLING INVESTMENTS (GOSHEN NY)
NY
08/29/1990 - 11/15/2007
SECURITIES AMERICA, INC. (GOSHEN NY)
NA
07/09/1986 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
11/04/1985 - 07/24/1986
FIRST ASSOCIATED FINANCIAL GROUP, LTD.
NA
11/30/1984 - 11/14/1985
FIRST AFFILIATED SECURITIES, INC.
NA
01/24/1984 - 11/30/1984
TUCKER, ANTHONY & R. L. DAY, INC.
NA
04/23/1982 - 02/10/1984
JOSEPHTHAL & CO., INCORPORATED
NA
05/29/1981 - 09/23/1982
FIRST INVESTORS CORPORATION
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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