Tradewinds Insurance & Financial

Tradewinds Insurance & Financial (CRD# 282345) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Tradewinds Insurance & Financial
Showing 1 - 1 of 1 top financial advisors.
Joseph J. Welch
CRD#: 5623539
Manchester-by-the-Sea, MA

Joseph Welch (CRD# 5623539) is an Investment Advisor Representative working at Tradewinds Insurance & Financial in Manchester-by-the-Sea, MA and has over 2 years of experience in the finance industry.

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