Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Welsh is a financial advisor with over 38 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and holds multiple licenses including Series 3, 7, 24, 51, 63, and 65. Thomas has a long history in the industry, beginning with Paine Webber Incorporated in 1984 and continuing with various roles at Welsh Financial Services LLC and Long Financial Services Inc. Thomas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ANNAPOLIS MD)
NJ
03/22/1984 - 07/11/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/31/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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