Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Avery Webster is a Registered Representative, Investment Advisor Representative, and licensed insurance agent. Jefferson has been active in the financial industry since 1984. Jefferson has been associated with MML Investors Services, LLC since 2017 and has had previous experience with MSI Financial Services, Inc., New England Securities, MONY Securities Corporation, and First Investors Corporation. Jefferson's professional designations include Series 6, Series 7, Series 63, and Series 65. Jefferson is currently licensed in 14 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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
06/26/2001 - 01/02/2015
NEW ENGLAND SECURITIES (ROCHESTER NY)
NY
04/16/1985 - 06/19/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NA
12/27/1984 - 03/14/1985
FIRST INVESTORS CORPORATION
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jefferson Webster is the right advisor for you? Invested Better is here to help.
