Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Lynn Welch is a financial advisor with over 30 years of experience in the industry. Tammy is registered with Stifel, Nicolaus & Company, Inc. and has a broad range of experience in financial services, having worked at several firms prior to joining Stifel. Tammy is dedicated to providing personalized financial advice and services to her clients, with a focus on helping them reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/29/2021 - Present
Stifel, Nicolaus & Company, Inc. (IRVINE CA)
CA
10/31/2008 - 03/28/2011
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
04/27/1994 - 11/17/2008
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
MA
01/06/1992 - 07/21/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/06/1992 - 07/21/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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