Best Investors Account Sign in
Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-16
  • FL RA
    APPROVED
    Since 2026-04-16

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Aventura, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsbc Bank Usa Na Washington DC 06/2017 08/2017
Hsbc Bank Usa Na New York NY 07/2018 11/2020
The George Washington University Washington DC 09/2016 05/2018
Iesc Washington DC 01/2017 02/2017
Washington Nationals Baseball Club Washington DC 02/2016 11/2016
The George Washington University Washington DC 08/2014 05/2018
Hsbc Securities (Usa) Inc. New York NY 08/2018 11/2020
J.P. Morgan Securities Llc Sarasota FL 12/2020 04/2026
Jpmorgan Chase Bank, N.A. Sarasota FL 12/2020 04/2026
Hsbc Bank Usa Na Washington DC 09/2017 07/2018
Wealth Enhancement Group Aventura FL 04/2026 Present
Wealth Enhancement Advisory Services Aventura FL 04/2026 Present
Wealth Enhancement Brokerage Services Aventura FL 04/2026 Present
  • 06/2017 → 08/2017
    Hsbc Bank Usa Na
    Washington, DC
  • 07/2018 → 11/2020
    Hsbc Bank Usa Na
    New York, NY
  • 09/2016 → 05/2018
    The George Washington University
    Washington, DC
  • 01/2017 → 02/2017
    Iesc
    Washington, DC
  • 02/2016 → 11/2016
    Washington Nationals Baseball Club
    Washington, DC
  • 08/2014 → 05/2018
    The George Washington University
    Washington, DC
  • 08/2018 → 11/2020
    Hsbc Securities (Usa) Inc.
    New York, NY
  • 12/2020 → 04/2026
    Sarasota, FL
  • 12/2020 → 04/2026
    Jpmorgan Chase Bank, N.A.
    Sarasota, FL
  • 09/2017 → 07/2018
    Hsbc Bank Usa Na
    Washington, DC
  • 04/2026 → Present
    Wealth Enhancement Group
    Aventura, FL
  • 04/2026 → Present
    Wealth Enhancement Advisory Services
    Aventura, FL
  • 04/2026 → Present
    Wealth Enhancement Brokerage Services
    Aventura, FL
Previous Registrations
  • 2021-01-22 → 2026-04-03
    Sarasota, FL
    New York, NY
    New York, NY
    New York, NY
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-15
S63 Uniform Securities Agent State Law Examination 2018-12-27
  • S66 Uniform Combined State Law Examination
    2021-01-15
  • S63 Uniform Securities Agent State Law Examination
    2018-12-27
Other Names
  • Ambreen Shahnaz Haider
  • Ambreen S Haider

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor