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Matthew Allen Welch

Prudential Annuities Distributors, Inc.

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About Matthew Allen Welch

Matthew Welch is a financial advisor with Prudential Annuities Distributors, Inc.. Matthew has been in the financial services industry since 1999. Matthew is registered with the states of California, Florida, Missouri, and South Dakota. Matthew has passed the Series 6, Series 63, and SIE exams. Matthew previously worked for SunAmerica Capital Services, Inc., PLANCO Financial Services, LLC, PROEQUITIES, INC., VALIC Financial Advisors, INC., The Variable Annuity Marketing Company, Aetna Investment Services, INC., and Kemper Distributors, INC..

Firm Information

Matthew Welch is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Welch’s Registration & Firm History

CT

04/13/2011 - Present

Prudential Annuities Distributors, Inc. (SHELTON CT)

NJ

01/29/2008 - 04/07/2011

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CT

10/13/2005 - 01/23/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

AL

02/19/2002 - 10/18/2005

PROEQUITIES, INC. (BIRMINGHAM AL)

TX

10/27/2000 - 01/14/2002

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

10/27/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

CT

07/06/1999 - 03/21/2000

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

IL

09/28/1998 - 02/18/1999

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Allen Welch.
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