Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Unkovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, a firm based in Plymouth, Minnesota. Robert has been in the financial industry since 1985, and holds licenses to practice in multiple states. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 24, and SIE licenses. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses, and has over 150,000 clients with assets under management of over $72 Billion. The firm's main office is located at 505 North Hwy 169, Suite 900, 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
03/02/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
06/07/1990 - 10/01/2020
BPU INVESTMENT MANAGEMENT INC. (GREENSBURG PA)
NJ
02/21/1985 - 06/06/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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