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Eric Michael Welchko

Finalis Securities LLC

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About Eric Michael Welchko

Eric Welchko is a registered representative with Finalis Securities LLC in New York, New York. Eric has been in the industry since August 8, 2022 and holds the Series 63, Series 79TO, Series 82TO and SIE licenses. Eric is also a Registered Principal and holds the Series 24 license. Eric is registered in Illinois.

Firm Information

Eric Welchko is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

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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Eric Welchko’s Registration & Firm History

NY

08/09/2022 - Present

Finalis Securities LLC (New York NY)

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Licenses & Designations

BC

Issued 11/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/30/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/09/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Michael Welchko.
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