Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Ellen Welch has been in the financial services industry since 1985. Jane has been registered with LPL Financial LLC since 2008, and has a history of prior registrations with Fifth Third Securities, Inc. and First Investors Corporation. Jane holds Series 6, 7, 63, and 66 securities licenses and the SIE. Jane's specializations include 1, 2, 3, 4, 5 and 6.
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.
1
2
OH
09/01/2023 - Present
LPL Financial LLC (WEST CHESTER OH)
OH
03/27/1999 - 12/03/2008
FIFTH THIRD SECURITIES, INC. (FAIRFIELD OH)
OH
04/11/1988 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NA
08/10/1984 - 12/22/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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