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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Welch is a financial advisor currently working with Fidelity Personal AND Workplace Advisors. Raymond has been in the industry since 2019. Raymond has a Series 7TO, Series 66, and Series 63 licenses, which are important credentials for financial advisors. Raymond is licensed in 53 states as a broker-dealer and in 2 states as an investment advisor representative. Raymond's main office is in Jacksonville, FL. Raymond is also registered with FINRA and has a total of 53 state and 2 IA registrations.
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.
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.
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.
1
2
FL
11/02/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 12/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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