Yesenia Virginia Beltran
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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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
17 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2026 to now
- Wealth Enhancement Brokerage ServicesApr 2023 to now
- Wealth Enhancement GroupApr 2023 to now
- LPL Financial LLCApr 2023 to Jun 2025
- Pfs Investments Inc.Mar 2021 to Apr 2023
- HomemakerAug 2019 to Mar 2021
- JP Morgan Chase BankAug 2017 to Aug 2019
- JP Morgan Securities LLCAug 2017 to Aug 2019
- Pfs Investments IncOct 2016 to Aug 2017
- Primerica Financial ServicesApr 2009 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6712521
- Firm CRD
- 116407