Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Strait is an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC, a firm that offers financial planning, pension consulting, educational seminars and more. Nora is also an Investment Advisor Representative with Wealth Enhancement Group, a DBA for LPL Business, where she provides administrative support. Nora has 15+ years of experience in the financial services industry, with previous experience at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Nora has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination.
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
06/12/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MI
04/13/2023 - 06/03/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND MI)
MI
01/07/2022 - 03/31/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST LANSING MI)
MI
02/18/2020 - 09/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND MI)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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