Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teddy? Claim Your ProfileTeddy W. Welch is a financial advisor with LPL Financial LLC. Teddy has been working in the industry since 1995. Teddy holds the Series 6 and Series 63 securities licenses and the SIE exam. Teddy has experience with MML Investors Services, LLC, Park Avenue Securities LLC, and Guardian Investor Services Corporation. In addition to being a financial advisor, Teddy is also a real estate investor and owner of WELCHLAND DEVELOPMENT LLC. Teddy 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
05/27/2021 - Present
LPL Financial LLC (VOLDOSTA GA)
GA
02/18/2011 - 05/04/2021
MML INVESTORS SERVICES, LLC (VALDOSTA GA)
GA
05/03/1999 - 01/31/2011
PARK AVENUE SECURITIES LLC (VALDOSTA GA)
NY
08/28/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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