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Donald William Welch

Corebridge Capital Services, Inc.

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About Donald William Welch

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.

Firm Information

Donald Welch is currently registered with Corebridge Capital Services, Inc.. Corebridge Capital Services, Inc. is a corporation formed in November 1982 and is registered in all 50 states plus the District of Columbia and Puerto Rico. The firm is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

273

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donald Welch’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Donald William Welch. Review regulatory record here.
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