Unclaimed
Hunter Thomas Webb is a financial advisor with over 1 year of experience in the financial services industry. Hunter Thomas Webb is currently registered with Charles Schwab & CO., Inc. in Texas. Prior to this, Hunter Thomas Webb was a registered representative with Fidelity Brokerage Services LLC. Hunter Thomas Webb holds the Series 66, Series 7, and SIE licenses. Hunter Thomas Webb has a focus on wrap fee programs and financial planning, and is committed to providing tailored advice to meet the needs of each client.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
07/12/2023 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
TX
01/06/2023 - 05/22/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 03/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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