Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Stanley Webb is an investment advisor representative with GWN Securities Inc. Stephen has been in the financial industry since June 30, 1993, and is licensed in Colorado and Florida. Stephen works in the firm's Palm Beach Gardens, FL branch office. Stephen is a Chartered Financial Consultant. Stephen has experience in providing financial planning, market timing services, and selection of other advisors, and specializes in portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
12/04/2017 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CO
10/20/2010 - 12/05/2017
WORLD CAPITAL BROKERAGE, INC. (AURORA CO)
CO
06/01/2009 - 10/22/2010
AXA ADVISORS, LLC (DENVER CO)
CO
08/01/2008 - 06/02/2009
NATIONWIDE SECURITIES, LLC (AURORA CO)
CO
12/19/2001 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (AURORA CO)
CT
04/14/2000 - 12/17/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
DE
01/26/1999 - 04/14/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
06/30/1993 - 01/29/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Webb is the right advisor for you? Invested Better is here to help.
