Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jeffrey Webb is a financial professional with over 24 years of experience in the financial industry. He has a Series 7, Series 63, and SIE license and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2011. Daniel has previously held positions with Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Invesco Services, Inc., and Invesco Distributors, Inc.. Daniel is currently registered with Fidelity Brokerage Services LLC and is licensed to conduct business in 12 states.
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.
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.
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2
RI
04/21/2011 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
03/16/2005 - 03/07/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
NY
02/17/2000 - 03/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
01/01/1999 - 08/24/1999
INVESCO SERVICES, INC. (ATLANTA GA)
TX
01/20/1998 - 01/01/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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