Unclaimed
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.
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.
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.
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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)
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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