John Welch, Cima®

John Welch, Cima® Email and Phone Number

Flagship Harbor Advisors @ Flagship Harbor Advisors
boston, massachusetts, united states
John Welch, Cima®'s Location
Greater Boston, United States
John Welch, Cima®'s Contact Details
About John Welch, Cima®

John Welch, Cima® is a Flagship Harbor Advisors at Flagship Harbor Advisors. He possess expertise in separately managed accounts, investments, retirement planning, mutual funds, series 63 and 9 more skills.

John Welch, Cima®'s Current Company Details
Flagship Harbor Advisors

Flagship Harbor Advisors

View
Flagship Harbor Advisors
boston, massachusetts, united states
Website:
flagshipharbor.com
Employees:
8
John Welch, Cima® Work Experience Details
  • Flagship Harbor Advisors
    Financial Advisor
    Flagship Harbor Advisors Nov 2023 - Present
    View
  • Apex Financial Partners
    Managing Partner
    Apex Financial Partners Feb 2021 - Dec 2023
    Marshfield, Massachusetts, United States
    Investment Advisor Representative
  • Orion Portfolio Solutions
    Senior Vice President
    Orion Portfolio Solutions Oct 2019 - Feb 2021
  • Cls Investments, Llc
    Regional Vice President
    Cls Investments, Llc Jul 2012 - Oct 2019
    Northeast
  • Cls Investments, Llc
    Senior Vice President Of Sales
    Cls Investments, Llc Jul 2012 - Oct 2019
    Northeast
  • Mfs Investment Management
    Regional Vice President
    Mfs Investment Management 2006 - Jul 2011
    View
  • Pioneer Investments
    Sr Product Manager
    Pioneer Investments 2004 - 2006
    View
  • Mfs Investment Management
    Avp Sales Desk Manager
    Mfs Investment Management 1997 - 2004
    View
  • Sun Life Financial
    Inner Circle Representative
    Sun Life Financial Dec 1994 - Mar 1997
    Greater Boston Area
    View

John Welch, Cima® Skills

Separately Managed Accounts Investments Retirement Planning Mutual Funds Series 63 Asset Allocation Fixed Annuities Etfs Alternative Investments Series 6 401k Series 65 Cima Asset Managment

John Welch, Cima® Education Details

Frequently Asked Questions about John Welch, Cima®

What company does John Welch, Cima® work for?

John Welch, Cima® works for Flagship Harbor Advisors

What is John Welch, Cima®'s role at the current company?

John Welch, Cima®'s current role is Flagship Harbor Advisors.

What is John Welch, Cima®'s email address?

John Welch, Cima®'s email address is jo****@****ink.net

What is John Welch, Cima®'s direct phone number?

John Welch, Cima®'s direct phone number is +161759*****

What schools did John Welch, Cima® attend?

John Welch, Cima® attended Wharton Business School, University Of Maine.

What are some of John Welch, Cima®'s interests?

John Welch, Cima® has interest in Electronics.

What skills is John Welch, Cima® known for?

John Welch, Cima® has skills like Separately Managed Accounts, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Fixed Annuities, Etfs, Alternative Investments, Series 6, 401k, Series 65.

Who are John Welch, Cima®'s colleagues?

John Welch, Cima®'s colleagues are Alan Fatemi, Michael C. Reis, Marc Pagliocca, Jason Taylor, Jay Sawyer, Cfp®, Joshua Topp, Vern Khederian.

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