Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Henry Welch is a financial advisor with The Welch Group, LLC. Stewart has over 30 years of experience in the financial services industry. Stewart holds both Series 63 and Series 65 licenses, as well as Series 7 and Series 1. He is also a Certified Financial Planner. Stewart has been with The Welch Group, LLC since June 1998. The firm is based in Birmingham, Alabama and provides financial advice to individuals, families, and businesses. The Welch Group, LLC is an independent registered investment advisor and is not affiliated with any particular brokerage firm. Stewart has worked with a variety of clients over the years, and he is passionate about helping people 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.
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.
Advice on matters not involving securities.
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
AL
11/11/2010 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
NA
08/25/1987 - 12/31/1989
PROTECTIVE EQUITY SERVICES, INC.
NA
06/02/1975 - 09/03/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 03/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1975
Series 1 - Registered Representative Examination
Active
Inactive
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