Frederick Welch, financial advisor Plymouth MN

Frederick Welch

CRD Number: 4264922
Current Firm: Mml Investors Services, LLC

Frederick Welch (CRD# 4264922) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plymouth, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Plymouth, MN Mar 2017 - Current 3
Mass Mutual Life Insurance Company Plymouth, MN Jul 2016 - Current 4
Metlife Securities, Inc. Bloomington, MN Oct 2001 - Mar 2017 15
Metropolitan Life Insurance Company Bloomington, MN Oct 2001 - Jul 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Frederick N. Welch
Phone Number: (413)737-8400
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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