Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Charles Jelacic is a financial advisor with over 30 years of experience in the financial services industry. Peter has a Series 7, Series 8, and Series 63 license. Peter is also a Certified Financial Planner. Currently, Peter is registered with Wealth Enhancement Advisory Services, LLC and provides advisory services for Wealth Enhancement Group. Peter has experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
07/12/1991 - 08/11/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/01/1989 - 07/02/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
05/25/1988 - 11/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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