Michael WelchCRD Number: 3060732
Current Firm: Citizens Securities, Inc.
Michael Welch (CRD# 3060732) is an Investment Advisor Representative working at Citizens Securities, Inc. in Columbus, OH and has over 17 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Cco Investment Services Corp||Columbus, OH||Apr 2015 - Current||2|
|Jpmorgan Securiites LLC||Columbus, OH||Sep 2012 - Current||4|
|The Huntington Investment Company||Columbus, OH||Sep 2010 - Sep 2012||2|
|Wells Fargo Advisors LLC||Columbus, OH||May 2009 - Sep 2010||1|
|Fifth Third Securities||Columbus, OH||Dec 1999 - May 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV