Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Welsh is a financial advisor with over 20 years of experience in the financial services industry. Richard is currently registered with Edelman Financial Engines and is located in Novi, Michigan. Richard has a proven track record of success in providing financial advice to individuals, families, and businesses. Richard holds the Series 7, 63, and 66 securities licenses and is a Certified Financial Planner. Richard has worked for several firms over the years, including Edward Jones, Mercer Allied Company, L.P., Citigroup Global Markets Inc., Morgan Stanley Smith Barney, Sanders Morris Harris LLC, and EF Legacy Securities, LLC. Richard has a strong commitment to helping clients achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
11/01/2018 - Present
Edelman Financial Engines (NOVI MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
01/11/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NOVI MI)
GA
06/01/2009 - 01/13/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
NY
08/06/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
02/10/2003 - 02/28/2003
EDWARD JONES (ST. LOUIS MO)
NY
02/16/2001 - 12/31/2002
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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