Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Welsome is an investment advisor representative with Stuart Portfolio Consultants, LP. Michael has been in the financial services industry since December 18, 2007. Michael is registered with the state of New York. Michael has passed the Series 63, Series 7 and SIE 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.
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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2
NY
08/08/2022 - Present
Stuart Portfolio Consultants, LP (NEW YORK NY)
NY
07/12/2016 - 10/14/2022
GENERAL WELLINGTON CAPITAL LLC (NEW YORK NY)
NY
05/04/2015 - 07/13/2016
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
NY
12/18/2007 - 02/16/2016
STUART PORTFOLIO CONSULTANTS, L.P. (NEW YORK NY)
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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