Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Webb is a financial advisor with over 25 years of experience in the industry. Michael is registered with LPL Financial LLC and has offices in Altoona, PA, Duncansville, PA, Tyrone, PA, Roaring Spring, PA, Bellwood, PA and Altoona, PA. Michael has previously worked with M&T Securities, Inc., Infinex Investments, Inc., Essex National Securities, LLC, Wells Fargo Advisors, LLC and UBS Financial Services Inc. Michael is licensed to provide financial advice in Arkansas, Delaware, District of Columbia, Florida, Maryland, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Vermont, Virginia and Washington. Michael provides a variety of financial services to individuals, businesses, charitable organizations, and pension plans.
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
PA
06/22/2021 - Present
LPL Financial LLC (ALTOONA PA)
PA
10/20/2016 - 06/09/2021
M&T SECURITIES, INC. (ALTOONA PA)
PA
10/14/2015 - 10/11/2016
INFINEX INVESTMENTS, INC. (Hollidaysburg PA)
PA
03/03/2014 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (HOLLIDAY PA)
PA
05/05/2006 - 02/05/2014
WELLS FARGO ADVISORS, LLC (HOLLIDAYSBURG PA)
NJ
12/05/1996 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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