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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shawn Welch is a financial advisor with Beacon Pointe Advisors, LLC. Michael has been in the financial services industry since 2000 and has a broad range of experience in providing financial planning and investment management services. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 licenses. Michael is also a registered investment advisor in Louisiana and Texas.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
05/04/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
TX
04/18/2008 - 12/18/2019
KALOS CAPITAL, INC. (DALLAS TX)
GA
09/26/2000 - 06/03/2002
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/20/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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