Unclaimed
Parker Lee Webb is a financial advisor with over 4 years of experience in the industry. Parker is registered with LPL Financial LLC in ZANESVILLE, OH. Parker also holds Series 7, 63, and 65 licenses. Parker has previously worked at Nationwide Investment Services Corporation in GRANDVIEW HEIGHTS, OH. Parker's areas of expertise include investment advisory services, financial planning, and portfolio management.
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
OH
05/25/2023 - Present
LPL Financial LLC (ZANESVILLE OH)
OH
05/31/2019 - 06/02/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
IA
Issued 05/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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