Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Welch is a financial professional with over 25 years of experience in the financial services industry. David has a broad range of experience, having worked with several well-known firms like Goldman, Sachs & Co., BANC OF AMERICA SECURITIES LLC, and HSBC SECURITIES (USA) INC. Currently, David works as a registered representative at Bernstein Institutional Services LLC. David is a licensed securities professional and holds licenses for Series 7, Series 3, SIE, and Series 57TO. David has a strong track record of success in providing financial guidance and investment strategies to his clients. David is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
07/22/2016 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
12/10/2013 - 02/04/2016
REORIENT FINANCIAL MARKETS (USA) LLC (NEW YORK CITY NY)
NY
11/22/2010 - 12/03/2012
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NA
11/06/2008 - 08/16/2010
HSBC SECURITIES (USA) INC. (CENTRAL )
NY
01/25/2005 - 05/30/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/21/1996 - 01/28/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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