Unclaimed
Daniel Ignatius Webster is a financial professional with over 35 years of experience in the industry. Daniel is currently registered with LPL Enterprise, LLC. Daniel is also registered as an Investment Advisor Representative in several states. Prior to joining LPL Enterprise, LLC., Daniel was associated with H. Beck, Inc., Advantage Capital Corporation, and Travelers Equities Sales, Inc. Daniel has a broad range of experience in the industry and is committed to providing his clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
MD
11/14/2024 - Present
LPL Enterprise, LLC (COCKEYSVILLE MD)
MD
01/03/1996 - 12/31/2020
H. BECK, INC. (BEL AIR MD)
GA
08/15/1994 - 12/31/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
07/19/1988 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 03/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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