Unclaimed
Jeffrey Kyle Webster is a financial advisor with National Financial Services LLC located in WESTLAKE, TX. Jeffrey has been in the financial services industry since 2011. Jeffrey has a Series 63 license and is also registered with FINRA as a Series 7 and SIE licensed representative. Jeffrey has experience with Fidelity Brokerage Services LLC, a financial services firm also based in WESTLAKE, TX.
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.
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.
1
2
TX
11/17/2015 - Present
National Financial Services LLC (WESTLAKE TX)
TX
09/09/2011 - 09/23/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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