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Natalie Webb

Avantax Investment Services, Inc.

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About Natalie Webb

Natalie Webb is a financial advisor with over 10 years of experience in the financial services industry. She is registered with Avantax Investment Services, Inc. and holds the Series 6, Series 63 and SIE licenses. Natalie focuses on providing investment advice and financial planning services to her clients. She has a strong commitment to helping her clients reach their financial goals.

Firm Information

Natalie Webb is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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.

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Natalie Webb’s Registration & Firm History

IL

07/16/2012 - Present

Avantax Investment Services, Inc. (WESTMONT IL)

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Licenses & Designations

BC

Issued 08/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Webb.
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