Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Welsh is a financial advisor with SPC. Patrick has been in the financial services industry since 1995. Patrick is registered with the Securities and Exchange Commission and FINRA and is also licensed in several states as an investment advisor representative. Patrick has experience working with individuals, families, small businesses, and retirement plans. In addition to financial planning, Patrick also offers portfolio management and other advisory services. Patrick is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Consultation 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.
Seminar attendance fees
1
2
FL
08/17/2021 - Present
SPC (CLEARWATER FL)
MO
07/30/2002 - 05/29/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MI
10/23/2000 - 07/26/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
FL
11/03/1999 - 10/26/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
06/01/1995 - 09/28/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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