linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Stephen Webber

Southeast Investments, N.c., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Stephen Webber

Michael Stephen Webber is a registered representative with Southeast Investments, N.c., Inc. in Charlotte, North Carolina. Michael has been in the securities industry since 1996. Michael is a licensed agent in Florida, Georgia, Michigan, Missouri, North Carolina, Ohio, and Oklahoma.

Firm Information

Michael Webber is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

other

Offer products as a b/d on a commission basis

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Webber’s Registration & Firm History

NC

01/04/2008 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

OH

01/03/2007 - 12/31/2007

THE O.N. EQUITY SALES COMPANY (SYLVANIA OH)

OH

02/12/2003 - 11/08/2006

AMERITAS INVESTMENT CORP. (SYLVANIA OH)

MN

04/02/1998 - 12/31/2002

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

MA

03/01/1996 - 08/16/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

12/19/1994 - 03/01/1996

G. R. PHELPS & CO., INC.

MN

10/19/1994 - 11/21/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/19/1994 - 11/21/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Michael Stephen Webber is right for you?

Licenses & Designations

BC

Issued 11/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stephen Webber.
Not sure if Michael Stephen Webber is right for you?