Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter Welsh is a financial advisor registered with Roosevelt & Cross, Inc., and has been in the industry since April 1987. William has been a registered representative for over 30 years and has a broad range of experience in the financial services industry. William holds FINRA Series 7, Series 63, and Series 53 licenses. William Walter Welsh is currently registered in 42 states.
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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NY
04/29/1987 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
BC
Issued 05/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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