Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jean Welch is a financial advisor with Equitable Distributors, LLC, a firm that provides financial services to clients in the United States. William has been a financial advisor for over 20 years, and has worked with clients in various states. William is a registered representative of Equitable Distributors, LLC, and is licensed to sell securities and insurance products. William has passed the Series 6, Series 63, and SIE exams, and has a state exam category.
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.
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NC
12/28/2015 - Present
Equitable Distributors, LLC (Charlotte NC)
NJ
08/08/2003 - 06/02/2014
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
07/22/2011 - 11/22/2011
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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