Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Edward Welsh is a registered investment advisor representative for MML Investors Services, LLC. Raymond has been working in the securities industry since September 1987. Raymond is registered in 10 states and is Series 6, 7, 63 and 65 licensed. Raymond has a variety of experience in the industry, including working for firms like Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Raymond provides portfolio management for individuals and businesses, as well as financial planning and educational seminars. Raymond is also on the board of the Pender Community Development.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NE
05/28/2004 - Present
MML Investors Services, LLC (PENDER NE)
AZ
11/10/1992 - 05/27/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/26/1988 - 11/19/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/26/1988 - 11/19/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
09/10/1987 - 08/18/1988
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
IA
Issued 04/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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