Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kass? Claim Your ProfileKass Welchlin is a financial advisor with Raymond James & Associates, Inc. Kass has been working in the financial industry since 2011. Kass holds several licenses and certifications including Series 6, Series 7TO, Series 63, and Series 65. Kass has worked for several other firms in the past including Pruco Securities, LLC. and NYLIFE SECURITIES LLC. Kass has been registered with the state of Mississippi since 2018 and has a broad range of experience in the financial industry.
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.
Please see note in schedule d - miscellaneous
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
MS
11/05/2023 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
08/15/2016 - 09/20/2018
PRUCO SECURITIES, LLC. (Ridgeland MS)
MS
10/16/2008 - 08/02/2013
NYLIFE SECURITIES LLC (JACKSON MS)
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kass Welchlin is the right advisor for you? Invested Better is here to help.
