Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Webb is a financial advisor with over 35 years of experience in the industry. Currently, Robert is registered as an Investment Advisor Representative at Charles Schwab & Co., Inc. with branch office locations in Ridgeland, MS and Metairie, LA. Before joining Charles Schwab & Co., Inc., Robert held various positions at firms like Amsouth Investment Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Salomon Smith Barney Inc., and Pruco Securities Corporation. Robert has a strong background in both brokerage and investment advisory services, and is committed to providing clients with personalized financial guidance and support.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MS
01/13/2023 - Present
Charles Schwab & CO., Inc. (Ridgeland MS)
AL
12/18/2002 - 08/31/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MA
04/23/2001 - 01/02/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/23/2001 - 01/02/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/22/1998 - 04/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
11/04/1985 - 05/28/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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