Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Welker? Claim Your ProfileWelker Rhea Scott is an Investment Advisor Representative at Knights Of Columbus Asset Advisors LLC in Loveland, Ohio. Welker is a registered Investment Advisor Representative in Ohio. Welker has been in the securities industry since 2007, working for several firms including Edward Jones, The O.N. Equity Sales Company, Capital Financial Services, Inc., Nationwide Securities, LLC, and Key Investment Services LLC. Welker is licensed to sell insurance and is also a Field Agent for Knights of Columbus Insurance.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/29/2024 - Present
Knights OF Columbus Asset Advisors LLC (Loveland OH)
OH
02/24/2023 - 06/30/2023
KEY INVESTMENT SERVICES LLC (MILFORD OH)
OH
10/15/2008 - 05/18/2010
NATIONWIDE SECURITIES, LLC (LEBANON OH)
OH
01/03/2008 - 10/13/2008
CAPITAL FINANCIAL SERVICES, INC. (LOVELAND OH)
OH
09/14/2007 - 12/31/2007
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
01/19/2007 - 08/16/2007
EDWARD JONES (LOVELAND OH)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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