Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anders? Claim Your ProfileAnders Velischek is a Certified Financial Planner™ who has been in the industry since July 2016. Anders is registered with both the state of New Jersey and New York as an Investment Advisor Representative. Anders currently works for Simon Quick Advisors, LLC and is located in the Morristown, NJ branch office. Anders specializes in providing financial planning, portfolio management and pension consulting to individuals, families, businesses, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party managed asset program
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NJ
08/03/2021 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
Active
Inactive
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