Unclaimed
Robert Welsch is a financial advisor with Osaic Wealth, Inc. based in Dundee, Illinois. Robert has been in the industry since 1992. Robert holds Series 6, 7, 63, and 65 licenses and the SIE exam. Robert provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
IL
11/03/2023 - Present
Osaic Wealth, Inc. (DUNDEE IL)
IL
02/07/2011 - 11/03/2023
FSC SECURITIES CORPORATION (DUNDEE IL)
IL
12/19/2008 - 02/11/2011
QA3 FINANCIAL CORP. (CHICAGO IL)
IL
09/01/2006 - 12/02/2008
SECURITIES SERVICE NETWORK, INC. (CHICAGO IL)
IL
06/01/2000 - 09/06/2006
FSC SECURITIES CORPORATION (CHICAGO IL)
NY
04/22/1992 - 06/09/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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