Unclaimed
Jeanine Webster has been in the financial services industry for over 40 years, having first registered as a broker in 1983. Jeanine is currently a Registered Representative for UBS Financial Services Inc. in Stuart, Florida. Before UBS, Jeanine worked for Morgan Stanley, Morgan Stanley Smith Barney, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeanine has a wide range of experience, holding licenses in both Broker-Dealer and Investment Advisor fields. Jeanine has a broad knowledge of financial products and services, including stocks, bonds, options, mutual funds, and retirement planning.
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.
See schedule d - miscellaneous
1
2
FL
08/06/2012 - Present
UBS Financial Services Inc. (STUART FL)
FL
06/01/2009 - 08/16/2012
MORGAN STANLEY SMITH BARNEY (STUART FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STUART FL)
FL
01/28/1997 - 04/02/2007
MORGAN STANLEY DW INC. (STUART FL)
NY
06/02/1986 - 01/28/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/10/1983 - 06/23/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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