Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Welch is an investment advisor representative with Cadaret, Grant & Co., Inc. based in Syracuse, NY. Michael has been in the financial services industry since 2000. Michael is registered with the state of Ohio. Michael's previous experience includes roles with JPMorgan Securities LLC, CCO Investment Services Corp, Grove Point Investments, LLC, Citizens Securities, Inc., The Huntington Investment Company, Wells Fargo Advisors, LLC, and Fifth Third Securities, Inc. Michael has passed the Series 4, 7, 24, 52TO, 53 and 66 exams.
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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NY
07/24/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
07/22/2024 - 07/23/2024
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MD
07/22/2024 - 07/23/2024
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
OH
04/29/2015 - 07/02/2024
CITIZENS SECURITIES, INC. (COLUMBUS OH)
OH
09/27/2012 - 02/06/2015
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
09/27/2010 - 09/14/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
05/08/2009 - 09/21/2010
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
01/21/2000 - 05/15/2009
FIFTH THIRD SECURITIES, INC. (DELAWARE OH)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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