Unclaimed
Keith Webster is a financial advisor based in Los Angeles, California. Keith has been in the financial services industry since 1991 and has worked for several firms including Lehman Brothers Inc., Morgan Stanley & Co., Incorporated, Barclays Capital Inc., Credit Suisse Securities (USA) LLC, First Republic Securities Company, LLC, and currently works for J.P. Morgan Securities LLC. Keith is registered in 53 states and is also registered as an investment advisor in 4 states. Keith provides financial planning, pension consulting and selection of other advisors services to corporations, businesses, high net worth individuals, and individuals. Keith is a member of the board for the non-profit charity Boys Hope, Girls Hope of Southern California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/26/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
12/08/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
09/26/2008 - 12/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
09/22/2008 - 10/07/2008
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
08/14/2002 - 09/22/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
NY
10/15/1991 - 08/28/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 06/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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