Wesley Wasserman is a CFP-designated registered investment advisor, based in Philadelphia, PA, with 2 years of industry experience.
Location
1818 Market St, Suite 3232, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wesley is an investment advisor representative (IAR) with Wealth Enhancement Advisory Services, dedicating full-time hours to this role. He also has a DBA for his LPL business and works as a financial advisor for non-variable insurance through Wealth Enhancement Group, each taking minimal time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Levy Wealth Management Group
LPL Financial LLCBroker
State Registrations15 states
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