Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sartor is a financial advisor with Wealth Enhancement Advisory Services, LLC. Thomas is a Chartered Financial Analyst and has been in the industry since March 2014. Thomas holds a Series 65 license and is registered with the state of Texas and Louisiana. Thomas has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses and charitable organizations. In addition to providing financial planning services, Thomas specializes in portfolio management.
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 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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