Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zach Webster is a financial advisor who has been in the industry since 1989. David is registered with Raymond James Financial Services Advisors, Inc. David has a broad range of experience in the financial services industry and has held various positions at different firms, including Piper Jaffray Inc., Smith Barney Inc., Lehman Brothers Inc., Fidelity Brokerage Services, Inc., and Fidelity Distributors Corporation. David specializes in a variety of investment areas including Retirement Planning, College Savings, Estate Planning, Business Succession Planning, and Tax Planning. David is committed to providing personalized financial advice to his clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/11/2009 - Present
Raymond James Financial Services Advisors, Inc. (MAITLAND FL)
MN
02/10/1995 - 04/05/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
07/31/1993 - 02/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/22/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/06/1987 - 08/23/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
03/31/1986 - 10/02/1986
FIDELITY DISTRIBUTORS CORPORATION
NA
12/17/1985 - 01/21/1986
E. J. PITTOCK & CO., INCORPORATED
IA
Issued 04/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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