Michael Welz, CFA, CLTC

Overview

Michael Welz is an insurance agent, a registered representative and an investment adviser representative based in Glastonbury, CT, with 25 years in the industry.

Years in the industry

25

States licensed

32

States registered

13

Carrier appointments

5

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 32 states
• Registered in 13 states

• Agent
• Producer
• Series 31
• Series 63
• Series 65
• Series 7
• SIE

6 lines of authority, with every state and its dates

Firms

• Usi Securities, Inc.Current firm
• Usi AdvisorsCurrent firm
• Usi Consulting GroupCurrent firm

Employment history since 2001

Carriers

5 active carrier appointments

Book and practice

Firm assets under management on file