Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Welch is an investment advisor representative at Park Avenue Securities LLC. Sarah has been in the financial services industry for over 20 years. Sarah's experience includes working for AXA Advisors, LLC, AXA Distributors, LLC, MML Investors Services, Inc., MML Distributors, LLC and Hartford Equity Sales Company Inc. Sarah has passed the Series 6, 7, 24, 65 and 66 exams. Sarah is currently registered as an investment advisor representative in Connecticut and Maine. Sarah is also a Registered Representative of Park Avenue Securities LLC and a Registered Representative of Guardian Life Insurance Company of America. Sarah specializes in financial planning, investment management, and insurance. Sarah is committed to providing her clients with personalized financial advice and guidance. Sarah is a member of Peace and Plenty Partnership LLC, a family partnership established over 20 years ago to hold real estate in Vermont consisting of land and a residence. There are periodic timber sales and rental income paid to the partnership.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CT
01/15/2016 - Present
Park Avenue Securities LLC (Litchfield CT)
CT
05/17/2011 - 01/21/2016
AXA ADVISORS, LLC (LITCHFIELD CT)
NC
12/10/2007 - 03/11/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
07/25/2006 - 11/28/2007
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
02/27/2002 - 07/27/2006
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
04/04/2001 - 12/05/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
10/08/1993 - 06/02/1994
HARTFORD EQUITY SALES COMPANY INC.
IA
Issued 09/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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