Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J Welde is an investment professional who has been active in the financial services industry since January 2, 1989. Patrick is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been with the firm since October 1988 and has worked in the Bala Cynwyd, PA branch office. Patrick holds Series 63, 65 and 7 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Patrick holds investment advisor licenses in Pennsylvania, New Jersey and Texas. Patrick is currently licensed to provide investment advisory services in 31 states. Patrick is a member of the Board of Trustees of Waldron Mercy Academy. Patrick has also been a director of the Llanerch Country Club since 2020.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
10/30/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALA CYNWYD PA)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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