linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Connie Cross Guelich

Guelich Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Connie? Claim Your Profile

About Connie Cross Guelich

Connie Guelich is a financial advisor with Guelich Capital Management, LLC, in Roanoke, Virginia. Connie has been in the financial services industry since 1983, having previously worked for NRP Financial, Inc., Continental Capital Investment Services, Inc., New England Securities and New York Life Securities Corp. Connie is a Certified Financial Planner™ and a Chartered Financial Consultant™. Connie is a registered investment advisor in North Carolina, Texas and Virginia.

Firm Information

Connie Guelich is currently registered with Guelich Capital Management, LLC. Guelich Capital Management, LLC is an investment advisor registered with the SEC and based in Texas. They specialize in providing financial planning and portfolio management services to high-net-worth individuals and other individuals. They also offer educational seminars and estate planning services. The firm manages approximately $84.99 million in assets for 344 clients.

$84.99M

Assets Under Management

1

Total Clients

2

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

estate planning

Estate planning

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Connie Guelich’s Registration & Firm History

VA

06/30/2006 - Present

Guelich Capital Management, LLC (ROANOKE VA)

VA

02/17/2003 - 04/29/2008

NRP FINANCIAL, INC. (ROANOKE VA)

OH

07/07/1998 - 03/03/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

NY

08/07/1985 - 07/07/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

06/30/1983 - 08/01/1985

NEW YORK LIFE SECURITIES CORP.

Not sure if Connie Cross Guelich is right for you?

Licenses & Designations

IA

Issued 06/15/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/1993

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/29/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connie Cross Guelich.
Not sure if Connie Cross Guelich is right for you?