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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 Welch is a financial advisor who has been in the industry since 1982. John is currently registered with Equity Services, Inc. and has been with them since 2021. John has been providing financial advice for over 40 years, and has worked with several financial institutions, including SAGEPOINT FINANCIAL, INC. and PRUCO SECURITIES CORPORATION. John has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice. John specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. John is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
03/01/2021 - Present
Equity Services, Inc. (CHARLOTTE NC)
NC
03/03/2014 - 12/17/2020
SAGEPOINT FINANCIAL, INC. (WINSTON SALEM NC)
NC
12/20/1985 - 03/11/2014
EQUITY SERVICES, INC. (WINSTON-SALEM NC)
NA
02/21/1982 - 12/01/1988
PRUCO SECURITIES CORPORATION
NA
01/07/1982 - 12/01/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 02/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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