Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Webb is a financial advisor with Equitable Advisors, LLC based in Bakersfield, CA. Thomas has been in the financial services industry since May 12, 1986, and has worked with both AIG Retirement Advisors, Inc. and The Variable Annuity Marketing Company prior to joining Equitable Advisors, LLC. Thomas is registered to provide financial advice in California and Washington.
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.
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
CA
09/02/2014 - Present
Equitable Advisors, LLC (BAKERSFIELD CA)
CA
03/29/1999 - 02/23/2009
AIG RETIREMENT ADVISORS, INC. (GLENDALE CA)
TX
05/13/1986 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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