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Charles Paul Welde

Prosperity Capital Advisors

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About Charles Paul Welde

Charles Paul Welde is a financial advisor associated with Prosperity Capital Advisors. Charles has been in the financial services industry since 1984 and currently serves clients from the firm's office in Chadds Ford, Pennsylvania. Charles holds a Series 6, Series 7, Series 63, and Series 65 license. Charles also has a Certified Financial Planner designation. The firm specializes in providing financial planning, educational seminars, and selection of other advisors to individual and business clients.

Firm Information

Charles Welde is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Welde’s Registration & Firm History

PA

01/19/2012 - Present

Prosperity Capital Advisors (CHADDS FORD PA)

TX

01/03/1995 - 12/31/2004

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 01/06/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Paul Welde.
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