Amy Marie Welsh
Professional Summary
Amy Marie Welsh, who also goes by Amy Marie Oshman, is a registered financial advisor currently at COVENTRY SECURITIES, LLC located in Fort Washington, Pennsylvania. Amy is registered as a RR (Registered Representative) and started their career in finance in 2011. Amy has worked at 1 firm and has passed the Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy Marie Oshman
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Years of Experience
15 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Current Firm
COVENTRY SECURITIES, LLC | HF SECURITIES, LLC
Contact Information
Main Address
7111 Valley Green Road, Fort Washington, PA 19034Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034Phone Number
(877) 836-8300Established
Delaware since 04/21/2009Firm Type
Limited Liability CompanyFiscal Year End
NovemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Amy Marie Welsh's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
KESTRA ADVISORY SERVICES, LLC
