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Detailed Report
Joseph Samuelson
Joseph Dylan Samuelson
CRD#: 7181797
IA
Investment Adviser
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCRD#: 116407 23190 FASHION DR
UNIT 202
ESTERO, FL 33928
Registration History
20192020202120222023202420252026IAWEALTH ENHANCEMENT ADVISORY SE... (CRD# 116407)2022 - Present (2 years)IAINTEGRA CAPITAL ADVISORS (CRD# 108976)2019 - 2022 (2 years)
License(s)

State Registrations

IA
Florida 4/5/2022
Current Registration(s)
IA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (CRD#:116407)
23190 FASHION DR UNIT 202, ESTERO, FL 33928
Registered with this firm since 4/5/2022
Previous Registration(s)
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IA
 11/21/2019 - 04/05/2022 INTEGRA CAPITAL ADVISORS (CRD#:108976) Bonita Springs, FL
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.