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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Montgomery Welch is a financial advisor with over 29 years of experience in the financial services industry. Eric is registered with LPL Financial LLC, and Harbour Wealth Partners, Inc. Eric is licensed in 31 states to provide both brokerage and advisory services. Eric holds a Series 6, 7, 26, 63 and 65 licenses. Eric's services include portfolio management, financial planning and investment advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
08/26/2004 - Present
LPL Financial LLC (INDIANAPOLIS IN)
MA
07/08/1995 - 07/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
05/25/1993 - 06/23/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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