Unclaimed
Steven Joseph Rife is an Investment Advisor Representative (IAR) associated with Wealth Enhancement Advisory Services, LLC. Steven Rife has been in the industry since May 2012 and holds the Series 65 license. Steven Rife's firm provides various advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Steven Rife is based in Houston, Texas.
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
TX
06/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (HOUSTON TX)
IA
Issued 11/22/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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