Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Webb is a financial professional with over 20 years of experience in the industry. David has a broad range of experience in financial services, having worked with firms including Securian Financial Services, Inc., Wunderlich Securities, Inc., and MSI Financial Services, Inc., before joining MML Investors Services, LLC in 2017. David is licensed to offer securities and investment advisory services in multiple states, including Tennessee, Massachusetts, and many others. David holds multiple FINRA licenses, including Series 7, 6, 24, 52, and 53, demonstrating a breadth of knowledge in securities and investment products. David has a focus on providing financial planning and investment advice to individuals, corporations, and various other entities. David is based in Memphis, TN, and serves clients throughout the region.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TN
03/25/2017 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
07/29/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Memphis TN)
MA
08/12/2013 - 07/28/2016
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
TN
03/10/2010 - 07/05/2012
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
03/10/1998 - 03/09/2010
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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