Unclaimed
Mark Welch is a financial advisor who has been in the industry for over 30 years. He is currently registered with Paulson Investment Co. LLC in St. Petersburg, FL. Mark has a broad range of experience in the financial services industry and holds several licenses and certifications.
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.
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.
1
2
FL
02/29/2024 - Present
Paulson Investment Co. LLC (St. Petersburg FL)
FL
04/15/1999 - 05/28/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
FL
03/24/1997 - 10/23/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
01/03/1997 - 03/24/1997
TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)
NY
09/06/1996 - 11/05/1996
ASH & CO. INCORPORATED (GREAT NECK NY)
NJ
08/16/1996 - 09/11/1996
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
NA
08/07/1995 - 07/17/1996
VISION INVESTMENT GROUP, INC.
NA
07/13/1995 - 07/17/1996
VISION INVESTMENT GROUP, INC.
NJ
01/23/1995 - 07/07/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NA
11/23/1994 - 03/09/1995
VISION INVESTMENT GROUP, INC.
NY
10/20/1993 - 01/12/1994
THE HARRIMAN GROUP, INC. (JERICHO NY)
PA
05/06/1993 - 10/22/1993
SHAMROCK PARTNERS, LTD (MEDIA PA)
OR
03/15/1993 - 05/06/1993
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NJ
11/10/1992 - 01/08/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CO
07/16/1992 - 09/14/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
02/28/1992 - 07/27/1992
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
11/28/1990 - 02/07/1992
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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