Unclaimed
Karl Wellner is a registered Investment Advisor Representative associated with Papamarkou Wellner Perkin Advisors. Karl is currently registered with the states of New York and Texas. Karl is affiliated with Papamarkou Wellner Asset Management Incorporated and Papamarkou Wellner & Co., INC. Karl has been in the financial services industry since March 2003. Karl's firm, Papamarkou Wellner Perkin Advisors, provides advisory services such as portfolio management for individuals and pooled investment vehicles, selection of other advisors, and publishes periodicals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on asset allocation
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.
A percentage of the total value of assets under management is charged.
Referral fees
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NY
05/25/2005 - Present
Papamarkou Wellner Perkin Advisors (NEW YORK NY)
Active
Inactive
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