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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Hodgetts is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Stephen has been in the industry for over 10 years. Stephen also previously worked at PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC.. Stephen is licensed to provide investment advice in New York and Pennsylvania. Stephen has Series 6, 7, 63, and 65 licenses as well as the SIE exam. Stephen specializes in portfolio management for individuals, financial planning, pension consulting, educational seminars, and selection of other advisors. Stephen has a vast experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealth Enhancement Advisory Services, LLC is a registered investment advisor with offices in Plymouth, Minnesota and Blue Bell, Pennsylvania. The firm manages over $72 billion in assets. The firm specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. The firm has a team of experienced professionals who are committed to providing their clients with personalized financial advice and investment management services.
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
09/01/2023 - Present
Wealth Enhancement Advisory Services, LLC (BLUE BELL PA)
MA
10/03/2014 - 09/08/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
09/06/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
IA
Issued 10/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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