Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pender, NE 68047
Credentials
Series 63, Series 65
Industry experience
38 years
Raymond Welsh is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with MML Investors Services, Inc. since 1994 and also operates Welsh's Bar, a business he has owned since 1979. Additionally, he serves as a board member for Pender Community Development, a local economic development organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning process using firm-approved software and provides specialized programs including divorce and estate-settlement planning.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
414 Main Street
Pender, NE 68047
Nebraska
MML Investors Services, Inc.
1994 - Present (32 years)
Welsh's Bar
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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