linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Michael Welsh

Bard Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Michael Welsh

Jeffrey Welsh is an investment advisor representative with Bard Financial Services, Inc. with over 30 years of experience in the industry. Jeffrey has worked in the industry since 1992 and holds a Series 7, 24, 53, 63 and 65 license, and is registered with the state of Connecticut. Prior to joining Bard Financial Services, Inc., Jeffrey was a registered principal for Sagepoint Financial, Inc. and has a wealth of experience in the financial services industry. Jeffrey is committed to providing comprehensive and personalized financial advice to clients.

Firm Information

Jeffrey Welsh is currently registered with Bard Financial Services, Inc.. Bard Financial Services, Inc. is a Registered Investment Advisor based in Branford, CT. The firm manages approximately $572,996,438 in assets for 1,082 clients. Bard Financial Services, Inc. provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars. The firm's client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Bard Financial Services, Inc.

388 EAST MAIN STREET

BRANFORD, CT 06405

$573.00M

Assets Under Management

2

Total Clients

2

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Welsh’s Registration & Firm History

CT

11/06/1996 - Present

Bard Financial Services, Inc. (BRANFORD CT)

CT

10/31/2005 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (BRANFORD CT)

AZ

09/24/1992 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

Not sure if Jeffrey Michael Welsh is right for you?

Licenses & Designations

IA

Issued 11/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Welsh.
Not sure if Jeffrey Michael Welsh is right for you?