Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Boyd Welch is an investment advisor representative with RBC Capital Markets, LLC. Justin has been in the industry since 2008. Justin is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in the state of New Mexico. Justin has a wide range of experience in the financial services industry, including working for UBS Financial Services Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Waddell & Reed, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Investments, LLC. Justin is registered in numerous states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NM
03/13/2023 - Present
RBC Capital Markets, LLC (ALBUQUERQUE NM)
NM
05/15/2013 - 10/26/2022
UBS FINANCIAL SERVICES INC. (ALBUQUERQUE NM)
CO
10/01/2012 - 11/15/2012
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
11/19/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
CO
08/13/2009 - 11/09/2009
WADDELL & REED, INC. (DENVER CO)
NM
10/29/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON NM)
NM
11/21/2007 - 10/27/2008
WELLS FARGO INVESTMENTS, LLC (FARMINGTON NM)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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