Ezekiel Waisel
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
Are you Ezekiel Waisel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCOct 2022 to now
- Wealth Enhancement GroupOct 2022 to now
- UberJun 2015 to now
- Shp FinancialJan 2020 to Sep 2022
- Shp Wealth Management, LLCJan 2020 to Sep 2022
- John Hancock Distributors LLCOct 2018 to Dec 2019
- IvyMay 2018 to Jan 2019
- Signator Investors IncFeb 2017 to Oct 2018
- John HancockJan 2017 to Dec 2019
- Pruco Securities LLCOct 2014 to Jan 2017
- PrudentialOct 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6411639
- Firm CRD
- 116407