Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank G. Welch is a Registered Investment Advisor with Quarve Associates, LLC, in Stamford, CT. Frank Welch has been in the industry since 1993. Frank Welch has a Series 65 license and is registered to provide investment advisory services in Connecticut. Frank Welch holds a Mortgage Loan Originator license in the State of Connecticut. Quarve Associates, LLC manages $42,776,840 in assets for 18 clients. The firm's assets under management are primarily discretionary and are held by high net worth individuals. The firm provides portfolio management for individuals and financial planning services.
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.
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.
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CT
11/03/1997 - Present
Quarve Associates, LLC (STAMFORD CT)
IA
Issued 03/13/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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