Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Wasserman is an investment advisor representative who is registered with the state of Pennsylvania. Wesley holds the Series 7TO, Series 66, and SIE licenses. Wesley has experience in the financial services industry, with previous roles at various organizations. Wesley is affiliated with Wealth Enhancement Advisory Services, LLC, a registered investment advisor firm, where Wesley provides investment advisory services. Wesley's primary focus is on serving high-net-worth individuals, pension and profit-sharing plans, and corporations. Wesley's commitment to helping clients achieve their financial goals is reflected in the firm's comprehensive range of services, including financial planning, pension consulting, and 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
MN
09/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
BOTH
Issued 03/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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