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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevon? Claim Your ProfileStevon Lamar Webster is a registered representative with Fidelity Personal And Workplace Advisors. Stevon Webster has been in the securities industry for over 20 years and holds the Series 63, 66, 7 and SIE licenses. Stevon Webster is registered with the state of Tennessee as an Investment Advisor Representative (IAR) and is also registered in the state of Texas as an IAR on a resident basis. Stevon Webster specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Stevon Webster has experience with individual, high net worth individuals, charitable organizations, and pension and profit-sharing plans clients.
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.
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.
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.
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2
MA
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TN
09/26/2012 - 09/23/2013
CURIAN CLEARING, LLC (FRANKLIN TN)
TN
11/06/2008 - 09/05/2012
TD AMERITRADE, INC. (BRENTWOOD TN)
TN
10/30/2001 - 10/27/2008
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
BOTH
Issued 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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