Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Welch is a financial advisor with over 38 years of experience in the industry. He has been registered with MFS Fund Distributors, Inc. since May 29, 1996. Terence previously held positions at Putnam Mutual Funds Corp. and Commonwealth Equity Services, Inc. Terence Welch holds the Series 6, Series 7TO, Series 22, and SIE licenses, as well as the Uniform Securities Agent State Law Examination (Series 63). Terence Welch is registered in 53 states and the District of Columbia.
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.
1
2
MA
05/29/1996 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
08/02/1989 - 05/02/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MA
04/10/1985 - 10/31/1988
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
12/05/1984 - 03/11/1985
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 01/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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