Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Welkley is a registered representative with Paychex Securities Corp. Sam has been in the financial services industry since August 3, 2019. Sam is registered in 51 states and the District of Columbia. Sam holds the Series 7TO, Series 66, and SIE licenses. Sam was previously registered with Equitable Advisors, LLC.
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.
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AZ
05/03/2023 - Present
Paychex Securities Corp. (Phoenix AZ)
NY
07/13/2019 - 04/10/2023
EQUITABLE ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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