Unclaimed
William Lawrence Bush is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. William has been in the industry since December 18, 1969. He is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. William has a long history of working in the financial services industry. He has previously worked for BPU Investment Management Inc., Janney Montgomery Scott LLC, and Parker/Hunter Incorporated.
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
03/12/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
07/07/2009 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (UNIONTOWN PA)
PA
06/25/2005 - 07/10/2009
JANNEY MONTGOMERY SCOTT LLC (UNIONTOWN PA)
PA
01/05/1977 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
12/19/1969 - 01/05/1977
PARKER/HUNTER INCORPORATED
BC
Issued 10/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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