Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Welsh is a registered investment advisor representative with Integrated Wealth Concepts LLC. Mark has a total of 18 years of experience in the financial services industry. Mark previously worked at Torrey Pines Securities, Inc., NexCore Capital, Inc., Countrywide Investment Services, Inc., Farmers Financial Solutions, LLC, UBS Financial Services Inc., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Mark is licensed in California.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/01/2025 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
CA
06/03/2009 - 05/02/2011
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
CA
08/19/2008 - 07/06/2009
NEXCORE CAPITAL, INC. (SAN DIEGO CA)
CA
01/03/2008 - 08/13/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (TEMECULA CA)
CA
12/14/2006 - 10/02/2007
FARMERS FINANCIAL SOLUTIONS, LLC (TEMECULA CA)
NJ
09/12/1997 - 12/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/01/1995 - 09/23/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 12/23/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
05/23/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2011
Series 4 - Registered Options Principal Examination
BC
Issued 12/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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