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Therese Ann Webster

Fidelity Brokerage Services LLC

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About Therese Ann Webster

Therese Ann Webster is a financial advisor registered with Fidelity Brokerage Services LLC and has been in the financial services industry since July 31, 2010. Therese has a wide range of experience with several prior firms including EMPOWER FINANCIAL SERVICES, INC., MML INVESTORS SERVICES, LLC, ING FINANCIAL ADVISERS, LLC, JANNEY MONTGOMERY SCOTT LLC, LPL FINANCIAL LLC, NEWALLIANCE INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WACHOVIA SECURITIES, LLC. Therese Ann Webster holds the Series 7 and Series 66 securities licenses and the SIE exam. Therese Ann Webster is registered in 53 states and the District of Columbia.

Firm Information

Therese Webster is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Therese Webster’s Registration & Firm History

RI

04/28/2023 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

CT

01/04/2021 - 04/11/2023

EMPOWER FINANCIAL SERVICES, INC. (ENFIELD CT)

CT

07/17/2014 - 01/04/2021

MML INVESTORS SERVICES, LLC (ENFIELD CT)

CT

05/21/2013 - 06/23/2014

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

04/16/2012 - 11/05/2012

JANNEY MONTGOMERY SCOTT LLC (GLASTONBURY CT)

MA

05/31/2011 - 06/28/2011

LPL FINANCIAL LLC (SOUTHWICK MA)

MA

11/03/2010 - 06/01/2011

NEWALLIANCE INVESTMENTS, INC. (SOUTHWICK MA)

MA

08/04/2008 - 01/29/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)

MA

04/04/2008 - 06/19/2008

WACHOVIA SECURITIES, LLC (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 08/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Therese Ann Webster.
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