Unclaimed
David Welsh is a financial professional with over 20 years of experience in the industry. David is currently registered with PNC Capital Markets LLC in Philadelphia, PA. David has Series 7, 52 and 63 licenses. David previously worked at CITIGROUP GLOBAL MARKETS INC. in Philadelphia, PA.
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.
1
2
PA
08/06/2015 - Present
PNC Capital Markets LLC (PHILADELPHIA PA)
PA
01/01/1995 - 02/06/2012
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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