Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Welch is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since August 10, 2020. Paula is registered with the state of Minnesota as a Registered Representative and Investment Advisor Representative. Paula has experience with Ameriprise Financial Services, LLC and MML Investors Services, LLC. Paula specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Paula is also registered with the states of Iowa, Kansas, Massachusetts, Minnesota, Nebraska, and Washington.
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.
Asset allocation 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.
1
2
MN
09/09/2022 - Present
Ameriprise Financial Services, LLC (Rochester MN)
MN
08/11/2020 - 09/12/2022
MML INVESTORS SERVICES, LLC (Rochester MN)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Paula Welch is the right advisor for you? Invested Better is here to help.
