Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Welcome is an Investment Advisor Representative registered with Equitable Advisors, LLC. Kirk has been in the financial industry since 2001 and has experience in both broker-dealer and investment advisor roles. Kirk has worked for several well-known firms, including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and AXA Advisors, LLC. Kirk has a strong educational background and has passed several industry exams, including Series 6, 7, 24, and 66.
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.
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.
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2
NY
12/10/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
11/17/2017 - 12/16/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 11/29/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/06/2001 - 08/10/2010
AXA ADVISORS, LLC (NEW YORK NY)
MA
02/27/2001 - 05/18/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/27/2001 - 05/18/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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