Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ai? Claim Your ProfileAi L Welch is an Investment Advisor Representative with Hightower Advisors, LLC. Ai has been in the financial services industry for over 25 years and is registered in Massachusetts. Ai is licensed in Series 6, 7 and 63 and holds the Series 65. Ai has previously worked at Fidelity Brokerage Services, Inc., Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. Ai provides financial planning, portfolio management for individuals and businesses and treasury management services for corporate clients.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MA
08/16/2023 - Present
Hightower Advisors, LLC (North Andover MA)
RI
12/02/1997 - 03/20/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
WI
04/25/1997 - 08/27/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
04/25/1997 - 08/27/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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