Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Daniel Welsh is an active investment advisor representative, with a focus on helping individuals and families reach their financial goals. Peter has been in the financial services industry since 2000, and is registered with LPL Financial LLC. Peter is also a Trust Officer and SVP at Baraboo State Bank. Peter has a strong track record of success in providing investment advice and financial planning services to his clients. Peter holds the Series 7, Series 66, and SIE licenses. Peter has a strong understanding of the financial markets and is committed to providing his clients with personalized advice that meets their individual needs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
12/07/2018 - Present
LPL Financial LLC (BARABOO WI)
WI
10/14/2005 - 12/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE WI)
NY
05/10/2002 - 04/27/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/02/2000 - 04/30/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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