Joseph WelchCRD Number: 5623539
Current Firm: Tradewinds Insurance & Financial
Joseph Welch (CRD# 5623539) is an Investment Advisor Representative working at Tradewinds Insurance & Financial in Manchester-by-the-Sea, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Tradewinds Insurance & Financal||Manchester, MA||Jan 2013 - Current||4|
|Park Avenue Securities||Danvers, MA||Jul 2014 - Nov 2015||1|
|Guardian Life Insurance Company Of America||Danvers, MA||Dec 2013 - Nov 2015||1|
|Law Office Of Joseph J. Welch||Manchester, MA||Jul 2011 - Dec 2012||1|
|Wealthcounsel, LLC||Madison, WI||Sep 2010 - Jul 2011||< 1|
|Joseph J. Welch, Independent||Salem, MA||Oct 2009 - Aug 2010||< 1|
|Massmutual Life Insurance Company||Boston, MA||Dec 2008 - Sep 2009||< 1|
|Mml Investor Services Inc.||Boston, MA||Dec 2008 - Sep 2009||< 1|
|Intapp, Inc.||Palo Alto, CA||Jul 2007 - Sep 2008||1|
|Bureau Of National Affairs, Inc.||Arlington, VA||Mar 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Educational seminars/workshops
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