Unclaimed
Richard Welsh is a financial professional with over 20 years of experience in the financial services industry. Richard has been registered with Farmers Financial Solutions, LLC since February 2004 and is currently licensed in California. Richard holds a Series 6, Series 63, and SIE licenses. Richard specializes in providing investment advice and financial planning services to individuals and families.
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.
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.
1
2
CA
02/17/2004 - Present
Farmers Financial Solutions, LLC (LAKEWOOD CA)
CA
02/20/2001 - 12/31/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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