Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Franklin Welch is a financial advisor at Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Prior to joining Raymond James, Reed worked at LANE, BERRY & CO. INTERNATIONAL, LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation. Reed specializes in providing financial planning, portfolio management, and pension consulting services. Reed is a registered representative of Raymond James & Associates, Inc., and a Series 24 general securities principal.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
05/26/2009 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
12/02/2003 - 12/31/2010
LANE, BERRY & CO. INTERNATIONAL, LLC (DENVER CO)
NY
12/18/2000 - 01/06/2003
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
10/25/1995 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Reed Welch is the right advisor for you? Invested Better is here to help.
