Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheyna? Claim Your ProfileSheyna Lynn Regets is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Sheyna has over 10 years of experience in the financial services industry. She has a Series 66, Series 7, and Series 24 license. Sheyna specializes in providing financial planning, investment advisory, and pension consulting services to individuals and businesses. Prior to joining Wealth Enhancement Advisory Services, LLC, Sheyna worked at BPU Investment Management Inc., LPL Financial LLC, and Invest Financial Corporation. She is a member of the National Association of Personal Financial Advisors (NAPFA). Sheyna is dedicated to helping clients reach their financial goals.
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
PA
03/03/2020 - Present
Wealth Enhancement Advisory Services, LLC (Pittsburgh PA)
PA
04/04/2011 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
07/26/2010 - 04/13/2011
LPL FINANCIAL LLC (HERMITAGE PA)
PA
03/03/2009 - 05/06/2009
LPL FINANCIAL CORPORATION (PITTSBURGH PA)
PA
01/18/2008 - 03/11/2009
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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