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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn E Welch is a registered investment advisor representative with Flagship Harbor Advisors, LLC. John Welch has over 25 years of experience in the financial services industry. John E Welch specializes in providing financial planning, investment management, and selection of other advisors services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and individuals other than high-net-worth. John E Welch holds the Series 6, 7, 26, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/13/2023 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
NE
03/13/2013 - 12/03/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
MA
12/20/2006 - 06/27/2011
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
05/13/2004 - 12/18/2006
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
03/04/2003 - 05/20/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
04/25/1997 - 03/04/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
02/22/1996 - 04/11/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 01/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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