Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berkowitz is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. William has been working in the securities industry since 1972. William holds several licenses and registrations including Series 4, Series 7, Series 24, Series 63 and Series 65. William has a strong background in investment management, financial planning and pension consulting. William provides investment advisory services through Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm. William is also registered with LPL Financial.
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
FL
03/24/2020 - Present
Wealth Enhancement Advisory Services, LLC (Boca Raton FL)
PA
02/10/1986 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
NA
03/18/1983 - 02/18/1986
E. F. HUTTON & COMPANY INC
NA
01/31/1980 - 03/01/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
07/05/1977 - 05/01/1980
BUTCHER & SINGER INC.
NA
02/27/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
11/03/1972 - 07/23/1977
C. S. MCKEE & COMPANY, INCORPORATED
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1986
Series 4 - Registered Options Principal Examination
BC
Issued 12/26/1985
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 10/23/1972
Series 1 - Registered Representative Examination
BC
Issued 08/23/1972
Series 000 - General Securities Principal Examination
Active
Inactive
F
FINRA
Not sure William Berkowitz is the right advisor for you? Invested Better is here to help.
