Unclaimed
Barry Welch is a financial professional with over 3 years of experience in the industry. Barry is currently registered with Fidelity Brokerage Services LLC and is licensed in all 50 states, District of Columbia, Puerto Rico, and the Virgin Islands. Barry holds the Series 63, Series 7, and SIE licenses. Barry was previously registered with Equitable Advisors, LLC.
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.
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.
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2
KY
08/12/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
NY
04/27/2017 - 06/25/2020
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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