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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 an investment advisor representative at Ameriprise Financial Services, LLC. David has over 30 years of experience in the financial services industry and holds multiple licenses and certifications, including Series 7, 6, 3, 63 and 66. David's experience includes working at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. David is registered to provide investment advice in 14 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
WA
04/14/2023 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
OR
10/03/2017 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
11/16/2012 - 08/05/2013
ARETE WEALTH MANAGEMENT, LLC (LAKE OSWEGO OR)
IL
05/05/2003 - 07/30/2007
INTRODUCING BROKERS ALLIANCE, INC. (PALATINE IL)
GA
01/09/2002 - 12/06/2002
PARADIGM SECURITIES, LLC (ATLANTA GA)
NA
07/27/1990 - 01/27/1993
A. G. EDWARDS & SONS, INC.
NA
03/28/1989 - 01/01/1990
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
04/18/1988 - 04/24/1989
STATE BOND SALES CORPORATION
BOTH
Issued 11/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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