Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Rex Welch is a financial advisor with over 28 years of experience in the industry. Donald has been registered with Raymond James & Associates, Inc. since 2009 and previously worked with UBS Financial Services Inc. and J.C. Bradford & Co.. Donald's experience includes providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions. He is licensed to provide financial services in Alabama, California, Colorado, Florida, Georgia, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
04/22/2009 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
08/14/2000 - 04/23/2009
UBS FINANCIAL SERVICES INC. (FRANKLIN TN)
NY
10/14/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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