Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Frederick Webb is a registered Investment Advisor Representative in New Jersey and Pennsylvania. Donald has been in the industry since 1983 and has experience working with a variety of firms, including Smith Barney, Merrill Lynch, and Legg Mason. Donald currently works with Webb Financial Planning LLC. Donald focuses on providing financial planning and portfolio management services to individuals. He is registered with FINRA and the SEC and has experience in a variety of investment areas.
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.
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.
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2
NJ
01/02/2004 - Present
Webb Financial Planning LLC (HADDON HEIGHTS NJ)
NA
08/10/1990 - 12/22/1990
FIRST COLONIAL SECURITIES GROUP, INC.
NA
07/31/1989 - 07/27/1990
WHEAT, FIRST SECURITIES, INC.
NA
11/03/1987 - 08/05/1989
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
07/22/1986 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
07/15/1986 - 07/31/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/23/1983 - 07/29/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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