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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Petcovic is a financial advisor with Wealth Enhancement Advisory Services, LLC. Steven has been working in the financial services industry since 2003 and holds the Series 7, Series 66, and SIE licenses. Steven has a background in providing financial advice to individuals, corporations, and institutions. Steven’s firm specializes in providing financial planning, investment management, and retirement planning services to high-net-worth individuals, families, and institutions.
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
GA
11/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (ALPHARETTA GA)
GA
08/16/2005 - 11/10/2021
THE LEADERS GROUP, INC. (Alpharetta GA)
CO
03/12/2003 - 12/31/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
06/28/2001 - 03/14/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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