CW
Charles Welde
from Prosperity Capital Advisors
Charles Welde is a financial advisor based in Ohio, Westlake,
with 41 years of experience. Charles currently works for
Prosperity Capital Advisors.
Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Welde works at Prosperity Capital Advisors
Prosperity Capital Advisors is a financial advisory firm based in Westlake, Ohio. It currently has approximately $1,712,428,969 of assets under management and employs about 143 people. Prosperity Capital Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
30400 Detroit Road, Suite 201, Westlake, Ohio, 44145
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