Joseph Welch, financial advisor Manchester-by-the-Sea MA
88 score

Joseph Welch

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joseph J. Welch
Phone Number: 978-526-4545
Registered State(s):
  • MA
Current Firm Details
Tradewinds Insurance & Financial
Firm's CRD Number: 282345
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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