Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Stefano is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Michael has been in the industry since 1976 and is licensed in Minnesota. The firm has offices in Plymouth and Maple Grove, Minnesota. Michael has experience in providing investment advisory services, selling traditional insurance, fixed annuities, disability, and LTC. Michael specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
01/15/2014 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
07/25/2002 - 02/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
WI
11/01/1999 - 01/18/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MN
05/03/1976 - 11/01/1999
ZIEGLER THRIFT TRADING, INC. (MINNEAPOLIS MN)
BC
Issued 06/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/06/1976
F04 - Financial Principal Examination
BC
Issued 04/22/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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