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Katelyn Nicole Webster

Motley Fool Wealth Management, LLC

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About Katelyn Nicole Webster

Katelyn Nicole Webster is an Investment Advisor Representative at Motley Fool Wealth Management, LLC. Katelyn holds a Series 63 and Series 65 licenses and has been in the industry for 4 years. Katelyn has previously worked with Vanguard Marketing Corporation. Katelyn's work history also includes experience in other industries including banking, retail and education. Katelyn specializes in working with individuals, families, and corporations. Katelyn is registered with the state of Virginia and Colorado and is a registered representative of Motley Fool Wealth Management, LLC.

Firm Information

Katelyn Webster is currently registered with Motley Fool Wealth Management, LLC. Motley Fool Wealth Management, LLC is an Alexandria, Virginia-based Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and proprietary accounts. They also offer educational seminars and publish periodicals.
Motley Fool Wealth Management, LLC

2000 DUKE STREET

ALEXANDRIA, VA 22314

$2.18B

Assets Under Management

951

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Publisher provides per-client payment for newsletter subscribers

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Katelyn Webster’s Registration & Firm History

PA

10/23/2023 - Present

Motley Fool Wealth Management, LLC (Aliquippa PA)

PA

07/25/2019 - 12/17/2019

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 10/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelyn Nicole Webster.
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