Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Wray Webb is a financial advisor with Raymond James & Associates, Inc. located in Winston-Salem, NC. Michele has been in the financial services industry since May 1999. Michele works with a variety of clients including individuals, families, trusts, retirement plans, and businesses. Michele provides financial planning services, investment management, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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
NC
11/02/2022 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
NC
10/02/2017 - 11/14/2022
MORGAN STANLEY (Winston-Salem NC)
NC
04/15/2013 - 09/14/2017
BB&T SECURITIES, LLC (WINSTON-SALEM NC)
NC
06/01/2009 - 05/01/2013
MORGAN STANLEY (WINSTON-SALEM NC)
NC
11/10/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
MO
08/06/2004 - 11/16/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/01/2003 - 08/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/11/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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