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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica C. Welch is an Investment Advisor Representative with Choate Investment Advisors, a firm based in Boston, MA. Jessica is registered in Massachusetts and Texas and has been in the industry since 2017. Jessica is a Certified Financial Planner and holds the Series 65 license. Jessica specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
11/21/2023 - Present
Choate Investment Advisors (BOSTON MA)
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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