Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzgerald is a financial advisor with Wealth Enhancement Advisory Services, LLC. Michael is registered with FINRA and has been in the financial services industry since August 2002. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. Wealth Enhancement Advisory Services, LLC is an independent investment advisor firm. The firm provides investment advisory services to individuals, families, trusts, businesses, pension plans, and non-profit organizations. Michael is also a registered investment advisor representative with LPL Financial LLC. Michael has a branch office location in Plymouth, Minnesota.
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
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
08/21/2002 - 07/13/2021
EQUITABLE ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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