Kathryn WelchCRD Number: 4443080
Current Firm: Ameriprise Financial Services, Inc.
Kathryn Welch (CRD# 4443080) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Lutherville-Timonium, MD and has over 16 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Ameriprise Financial Services, Inc.||Timonium, MD||Nov 2015 - Current||2|
|Wells Fargo Advisors||Ponte Vedra Beach, FL||May 2012 - Nov 2015||3|
|Unemployed||Jacksonville, FL||Mar 2011 - May 2012||1|
|Morgan Stanley Smith Barney||Honolulu, HI||Feb 2010 - Mar 2011||1|
|Vsr Advisory Services, Inc.||Overland Park, KS||Aug 2009 - Feb 2010||< 1|
|Vsr Financial Services||Overland Park, KS||Aug 2009 - Feb 2010||< 1|
|Wealth Managing Partners||Honolulu, HI||Jul 2009 - Feb 2010||< 1|
|Unemployed||Honolulu, HI||Jan 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Washington, DC||Sep 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2002|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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