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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen L. Welsh is an investment advisor representative with Great Valley Advisor Group, Inc., registered in Colorado, Illinois, Michigan, Minnesota and Wisconsin. Ellen L. Welsh specializes in providing investment advisory services and financial planning to individuals and businesses. Ellen L. Welsh is also a Certified Financial Planner. Ellen L. Welsh is an experienced advisor, having worked in the industry since 2020, previously with Northwestern Mutual Investment Services, LLC. Ellen L. Welsh is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
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2
DE
12/12/2023 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
09/09/2020 - 11/09/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKE ELMO MN)
IA
Issued 01/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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