Yesenia Virginia Beltran
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Yesenia Virginia Beltran is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including LPL Financial LLC and PFS Investments Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments IncOct 2016 – Aug 2017Houston, TX
- Primerica Financial ServicesSep 2016 – Aug 2017Houston, TX
- JP Morgan Chase BANKAug 2017 – Aug 2019Houston, TX
- JP Morgan Securities LLCAug 2017 – Aug 2019Houston, TX
- Primerica Financial ServicesApr 2009 – Apr 2023Sugar Lan, TX
- PFS Investments Inc.Mar 2021 – Apr 2023Sugar Lan, TX
- HomemakerAug 2019 – Mar 2021Katy, TX
- LPL Financial LLCApr 2023 – Jun 2025Houston, TX
- Wealth Enhancement GroupApr 2023 – no end date reportedHouston, TX
- Wealth Enhancement Brokerage ServicesApr 2023 – no end date reportedHouston, TX
- Wealth Enhancement Advisory ServicesJul 2026 – no end date reportedHouston, TX
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Enhancement Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- $999,999 or less1.50%
- $1,000,000–$2,000,0001.25%
- Over $2,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 976
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Plymouth, MN
- SEC file number:
- 801-60749
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Wealth Enhancement Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yesenia Virginia Beltran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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