Unclaimed
Donald William Welch has been in the financial services industry since March 14, 1987 and has worked with Corebridge Capital Services, Inc. since April 5, 2007. Donald Welch holds the Series 63, 65, 7, and SIE securities licenses. Donald Welch is registered in Florida, Illinois, Michigan, Minnesota, Washington, and Wisconsin.
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
CA
04/05/2007 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
OH
05/23/2006 - 03/19/2007
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
CA
01/18/2005 - 02/15/2006
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
GA
05/14/2003 - 10/29/2004
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
NY
03/18/1988 - 05/22/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/18/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/20/1987 - 03/29/1988
MIMLIC SALES CORPORATION
NA
09/04/1986 - 11/30/1987
ECONOMIC RESOURCES, INC.
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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