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Michael James Welsh

Welsh Financial & Accounting Services, LLC

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About Michael James Welsh

Michael Welsh is a financial professional with over 30 years of experience in the financial services industry. Michael is a Certified Financial Planner™ and has a Series 6 license. Michael is currently registered with Welsh Financial & Accounting Services,LLC in Maryland. Previously, Michael was registered with H.D. Vest Investment Securities, Inc. in Texas. Michael offers financial planning services to individuals.

Firm Information

Michael Welsh is currently registered with Welsh Financial & Accounting Services, LLC. Welsh Financial & Accounting Services, LLC is a financial advisory firm that offers financial planning services.

Not reported

Assets Under Management

1

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael Welsh’s Registration & Firm History

MD

04/12/2022 - Present

Welsh Financial & Accounting Services,LLC (SYKESVILLE MD)

TX

11/08/1996 - 11/12/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 11/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Welsh.
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