Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dudley Webb has over 20 years of experience in the financial industry. William is currently registered with Cabot Lodge Securities LLC, Benefit Funding Services, LLC, and World Equity Group, Inc. William is a Series 7, Series 24, Series 27, Series 63, Series 99TO and SIE licensed professional. William is registered in 52 states and is active in both the Broker-Dealer and Investment Advisor space.
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.
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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2
IL
12/20/2022 - Present
Cabot Lodge Securities LLC (Schaumburg IL)
CT
04/06/2022 - 11/01/2022
FENNEL (Greenwich CT)
IL
08/19/2015 - 03/01/2019
BANKERS LIFE SECURITIES, INC. (CHICAGO IL)
NY
03/04/2014 - 02/23/2015
ABG SECURITIES, LLC (NEW YORK NY)
IN
01/08/2013 - 01/27/2015
LOCALSTAKE MARKETPLACE LLC (FISHERS IN)
CO
09/17/2013 - 01/26/2015
STONEPINE ADVISORS, LLC (DENVER CO)
CA
04/04/2013 - 01/26/2015
COVERT & CO., LLC (MANHATTAN BEACH CA)
CA
02/20/2014 - 01/16/2015
IMS HEALTH CAPITAL, INC. (LA JOLLA CA)
FL
05/31/2013 - 01/07/2015
SPEARHEAD CAPITAL, LLC (WELLINGTON FL)
CA
01/02/2014 - 01/06/2015
ARES INVESTOR SERVICES LLC (LOS ANGELES CA)
MD
01/02/2014 - 12/26/2014
CGA SECURITIES, LLC (BALTIMORE MD)
MA
01/08/2013 - 12/24/2014
TSC DISTRIBUTORS, LLC (BOSTON MA)
NY
06/25/2013 - 12/18/2014
CHART GROUP ADVISORS, LLC (NEW YORK NY)
NY
06/17/2013 - 12/15/2014
HODES WEILL SECURITIES, LLC (NEW YORK NY)
PA
08/15/2013 - 12/02/2014
BRANDYWINE INVESTMENT SECURITIES, LLC (CHADDS FORD PA)
IN
07/26/2013 - 09/17/2014
CFD INVESTMENTS, INC. (KOKOMO IN)
NY
04/02/2013 - 09/16/2014
TRIPLESHOT (NEW YORK NY)
NY
12/02/2013 - 09/04/2014
FBV CAPITAL ADVISORS, INC. (NEW YORK NY)
IN
07/22/2013 - 07/23/2013
CFD INVESTMENTS, INC. (KOKOMO IN)
IL
01/30/2003 - 06/01/2012
ALLSTATE FINANCIAL SERVICES, LLC (NORTHBROOK IL)
IL
05/09/2001 - 06/01/2012
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NE
05/03/2001 - 08/14/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
01/04/2000 - 04/20/2001
NIKE SECURITIES L.P. (WHEATON IL)
NA
03/02/1989 - 08/24/1990
FUJI SECURITIES INC.
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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