Michael Welch, financial advisor Columbus OH
68 score

Michael Welch

CRD 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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Columbus, OH Apr 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Welch
Phone Number: 1-800-942-8300
Registered State(s):
  • MI
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
68

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