Bill Welsh currently resides in Clarence , NY and has lived in the Western NY area his whole life.
He began his career in 1980 as a registered representative and has held management and advisor positions with NYSE firms as well as large bank investment programs.
In 2003 Bill obtained the CERTIFIED FINANCIAL PLANNER™ designation and currently holds the following licenses :
FINRA Series 7, 8 , 24, 63 and 66 registrations held at LPL Financial
NY , FL Insurance licenses covering Life, Health, Variable Annuities
Bill strives to provide genuinely exceptional service to all of his clients regardless of the size of their relationship.
Integrity and the ability to make an investment plan clear and easy to understand are absolute necessities to his approach with investors.
At LPL Financial Bill has the backing of an independent organization ; one that does not manufacture its own products. Thus, he is truly able to offer what appropriately suits each client’s individual situation without interference .
Bill welcomes the opportunity to work with you in an effort to obtain the financial goals that you seek.
Hamilton College B.A. 1979
CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 7, 8, 24,63,66 held through LPL Financial
Life and Health Insurance Licenses in the states of NY , FL