Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Welsh is a registered investment advisor representative with Invst, LLC. Peter has over 20 years of experience in the financial services industry and is licensed to provide investment advisory services in Indiana. Peter holds several professional licenses including Series 7, 26, 63, and 65. Peter is a Managing Director of Retirement and Wealth at Ispira Financial, where Peter is involved in a management capacity and does not work directly with clients. Peter is an experienced investment advisor who is committed to providing clients with personalized financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Retirement plan services-percentage of plan assets
1
2
IN
11/16/2019 - Present
Invst, LLC (INDIANAPOLIS IN)
IN
02/28/2019 - 11/11/2019
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
IN
02/11/2010 - 12/18/2018
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IL
05/19/2008 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CHICAGO IL)
IL
02/01/2003 - 04/29/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (CHICAGO IL)
CA
08/04/1998 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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