Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Webb is a registered representative with UBS Financial Services Inc. Andrea is a securities professional with over 14 years of experience in the industry. Andrea is licensed in 18 states and has passed the Series 7, Series 66, and SIE exams. Andrea holds both Broker-Dealer (BC) and Investment Adviser Representative (IAR) licenses in Texas. Andrea has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc. in Midland, TX. Andrea specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Andrea's primary place of business is located at 1700 WEST WALL STREET, SUITE 220, MIDLAND, TX 79701. UBS Financial Services Inc. provides financial and investment services to individuals, families, and businesses. The firm has over 700 billion dollars in assets under management and over 1 million clients nationwide.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/23/2015 - Present
UBS Financial Services Inc. (MIDLAND TX)
TX
10/23/2009 - 10/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
TX
04/07/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIDLAND TX)
BOTH
Issued 09/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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