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Raymond Edward Welsh

Advisor at Mass Mutual Investors Services — Pender, NE

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Pender, NE 68047

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,220 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Raymond Welsh is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with MML Investors Services, Inc. since 1994 and also operates Welsh's Bar, which he has owned since 1979. Additionally, he serves as a board member for the Pender Community Development organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved analytical tools and delivers event-driven planning services including estate settlement and employer-sponsored programs.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

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

Location

See office

Pender, NE

414 Main Street

Pender NE 68047

Advisors at this office

2

Most active in

Nebraska

Work history

39 years of industry experience

MML Investors Services, Inc.

1994 - Present • 32 years

Pender, NE

Welsh's Bar

1979 - Present • 47 years

Pender, NE

Disclosures

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Business activities & affiliations

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