Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Cafero is an investment advisor representative for Wealth Enhancement Advisory Services, LLC. William has been in the industry for over 30 years, holding previous positions at Oppenheimer & Co., Inc. and Hibbard Brown & Co., Inc. William is a registered investment advisor in New York and Pennsylvania. William has a Series 7, Series 63 and Series 65 license. William Joseph Cafero is also associated with Wealth Enhancement Group. William Joseph Cafero provides financial planning services and portfolio management services for individuals.
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
NY
01/02/2020 - Present
Wealth Enhancement Advisory Services, LLC (NEW YORK NY)
NA
05/29/1991 - 11/05/1991
OPPENHEIMER & CO., INC.
NA
01/07/1991 - 01/28/1991
HIBBARD BROWN & CO., INC.
NA
12/17/1990 - 01/08/1991
OPPENHEIMER & CO., INC.
IA
Issued 12/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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