Unclaimed
Keith Jeffery Welch is a financial advisor with The Huntington Investment Co., registered in the state of Michigan. Keith has over 17 years of experience in the industry and holds both the Series 6 and Series 63 licenses, as well as the SIE. Previously, Keith was with Infinex Investments, Inc. Keith specializes in providing portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
08/31/2020 - Present
THE Huntington Investment Co. (ZEELAND MI)
MI
09/22/2014 - 08/08/2020
INFINEX INVESTMENTS, INC. (HOLLAND MI)
MI
10/16/2006 - 09/19/2014
THE HUNTINGTON INVESTMENT COMPANY (HOLLAND MI)
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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