Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Webb is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Margaret has over 30 years of experience in the financial services industry, and is registered with the state of Minnesota as a registered investment advisor. Margaret's previous experience includes roles at SII Investments, Inc., FSC Securities Corporation, Miller & Schroeder Financial, Inc., Twin City Securities, Inc., and Janney Montgomery Scott Inc. Margaret is a Series 63 and Series 65 licensed professional. Margaret's firm, Wealth Enhancement Advisory Services, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning and asset management services to individuals, families, businesses, and institutions. Wealth Enhancement Advisory Services, LLC, is a fee-based advisor and does not charge commissions.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
02/18/2005 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/19/2001 - 02/09/2007
SII INVESTMENTS, INC. (BURNSVILLE MN)
GA
09/03/1999 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
06/01/1987 - 09/07/1999
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
NA
06/13/1986 - 06/09/1987
TWIN CITY SECURITIES, INC.
NA
02/23/1984 - 01/22/1986
JANNEY MONTGOMERY SCOTT INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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