Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Annette Webster is an active investment advisor representative who has been in the financial industry since March 18, 2001. Jacqueline Webster is currently registered with Stifel, Nicolaus & Company, Inc. and is located in FORT MYERS, FL. Jacqueline Webster has been with Stifel, Nicolaus & Company, Inc. since January 2009. Prior to that, Jacqueline Webster was registered with Wachovia Securities, LLC, LPL Financial Corporation and A. G. Edwards & Sons, Inc. Jacqueline Webster has passed the Series 63, SIE and Series 7 exams. Jacqueline Webster is licensed in multiple states, including Florida, Texas and 49 other 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.
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.
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.
1
2
FL
04/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
01/01/2008 - 02/10/2009
WACHOVIA SECURITIES, LLC (CAPE CORAL FL)
FL
02/04/2008 - 02/08/2008
LPL FINANCIAL CORPORATION (CAPE CORAL FL)
FL
03/19/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CAPE CORAL FL)
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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