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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell A. Welsch is a financial advisor with over 35 years of experience in the financial services industry. Mitchell has been with Morgan Stanley since 2010, and has a strong track record of providing personalized financial advice and investment management services to individuals, families, and institutions. Mitchell holds a Series 65 license to provide investment advisory services, and is also registered with the Securities Industry and Financial Markets Association (FINRA) as a Series 7 and Series 24 registered principal. In addition to his professional licenses, Mitchell is also a Certified Financial Planner (CFP®). Mitchell has a diverse range of experience working with clients from different backgrounds and financial needs. Mitchell's commitment to providing high-quality financial advice has made him a trusted advisor to many clients.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
05/05/2020 - Present
Morgan Stanley (West Conshohocken PA)
PA
02/16/2001 - 04/08/2010
UBS FINANCIAL SERVICES INC. (CONSHOHOCKEN PA)
NY
10/31/1989 - 02/28/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
03/19/1986 - 02/20/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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