Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Webster is a financial advisor with over 30 years of experience in the industry. She is a registered representative with LPL Financial LLC and has held previous positions with firms including Infinex Investments, Inc., NFP Advisor Services, LLC, and Medallion Investment Services, Inc. Kathleen has a strong background in financial planning, portfolio management, and investment advisory services. She is committed to providing personalized financial advice to her clients, helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MD
07/17/2023 - Present
LPL Financial LLC (BRYANS ROAD MD)
MD
01/09/2015 - 07/18/2023
INFINEX INVESTMENTS, INC. (WALDORF MD)
MD
01/07/2010 - 12/31/2014
NFP ADVISOR SERVICES, LLC (CALIFORNIA MD)
MD
06/19/2007 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (CALIFORNIA MD)
AZ
12/12/2005 - 07/10/2006
ASSOCIATED SECURITIES CORP. (GILBERT AZ)
FL
09/04/2002 - 12/10/2004
FNB BROKERAGE SERVICES, INC. (STUART FL)
PA
08/19/1991 - 08/06/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 03/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Webster is the right advisor for you? Invested Better is here to help.
