Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Leigh Welch is a financial advisor with over 15 years of experience in the industry. She is registered with Charles Schwab & CO., Inc. and holds licenses to sell securities in both Texas and California. Kasey has a broad range of experience, including roles at TD Ameritrade and Charles Schwab. Her expertise includes financial planning, portfolio management, and investment advisory services. Kasey is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/23/2019 - Present
Charles Schwab & CO., Inc. (New York City NY)
TX
01/02/2015 - 11/19/2018
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
04/16/2010 - 11/19/2018
TD AMERITRADE, INC. (Southlake TX)
TX
10/06/2006 - 03/03/2010
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2013
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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