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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 Hamilton Welsh is an investment advisor representative at Cetera Investment Advisers LLC, with a branch office in Daniel Island, South Carolina. John is registered to provide investment advice in 20 states, and is also a licensed agent for Commonwealth Fixed Insurance. John holds Series 7TO, Series 66 and SIE securities licenses, as well as several insurance licenses. John has been in the financial services industry since September 2022 and specializes in portfolio management for individuals and businesses. John's past experience includes roles at Securian Financial Services, Inc., Sprockets, Ceterus, and Wild Roots Candle Company.
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.
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.
1
2
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
09/02/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BOTH
Issued 9/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/2/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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