Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Peter Welch is a financial advisor with over 25 years of experience in the industry. Evan is currently registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Evan has a wide range of experience in financial planning, investment management, and insurance. Evan is also a Certified Financial Planner (CFP®). Evan has experience working with individuals, families, businesses, and charitable organizations. Evan is committed to providing personalized financial advice that helps clients reach 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
02/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Boxborough MA)
MA
01/03/2011 - 07/15/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Boxborough MA)
MA
01/03/2006 - 01/04/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BOXBOROUGH MA)
MA
01/01/2004 - 12/31/2005
MULTI-FINANCIAL SECURITIES CORPORATION (BOSTON MA)
GA
10/31/2001 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
11/10/1997 - 11/02/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Evan Welch is the right advisor for you? Invested Better is here to help.
