Eric Webster Email and Phone Number
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Licensed investment professional with over 20 years of financial industry experience in advising and consulting people on the management of personal and family financial matters. Substantial experience in helping people with their financial and investment matters during 4 critical life transitions including: JOB CHANGE, RETIREMENT, DEATH & DIVORCE. These four life altering events almost always carry significant financial ramifications and require detailed thought, analysis, planning and action.Eric understands that every client is different, and he helps tailor and build customized investment portfolios to meet the individual needs and risk tolerance of each client.Eric recommends all investors check the background of their Investment Professional by going to the following website (copy & paste website address below to your internet browser): https://brokercheck.finra.org/Specialties: * Job Change - 401k, Pension & Profit Sharing to IRA Rollovers* Retirement Planning* Inheritance of Assets at Death* Distribution of Divorce Assets* Asset Allocation* Mutual Funds* Variable Annuities* Individual Stocks & Bonds* Foreign Investments* Investment Risk AnalysisSecurities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offeredthrough Cetera Investment Advisers LLC, a registered investment adviser. Cetera is underseparate ownership from any other named entity. 1502 E. Marco Polo Rd., Phoenix, AZ 85024All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
First Allied Securities
View- Website:
- firstallied.com
- Employees:
- 240
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Financial Consultant And Investment Advisor Rep.First Allied SecuritiesPhoenix, Az, Us -
Financial Consultant & Investment Advisor Rep.First Allied Securities May 2005 - PresentEric is responsible for providing his clients with advice, education and consultation on investment selection, investment alternatives, portfolio construction, asset allocation, diversification, risk analysis and the building and accumulation of wealth over the long run. Eric provides clients with advice on all types of investment accounts including single and joint taxable accounts, IRA's (Individual Retirement Accounts), 401k's, Trust accounts, college 529 Plans, etc.
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Vice President, InvestmentsRound Hill Securities, Inc. Feb 1997 - May 2005Responsible for providing financial, investment and retirement advice to individuals seeking financial guidance. Developed and implemented comprehensive portfolio construction utilizing active investment management. Use asset allocation planning and modern portfolio theory software to create detailed retirement planning scenarios and risk analysis assumptions.
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Financial ConsultantNorcross Securities Inc. Nov 1994 - Feb 1997Provided financial, investment and retirement advice and consultation to individuals. Responsible for all aspects of security selection and portfolio management.
Eric Webster Skills
Eric Webster Education Details
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Emphasis In Business/Economics/Geography -
Business -
Securities & Insurance Licensing -
Coronado High School
Frequently Asked Questions about Eric Webster
What company does Eric Webster work for?
Eric Webster works for First Allied Securities
What is Eric Webster's role at the current company?
Eric Webster's current role is Financial Consultant and Investment Advisor Rep..
What is Eric Webster's email address?
Eric Webster's email address is ew****@****ied.com
What is Eric Webster's direct phone number?
Eric Webster's direct phone number is +160298*****
What schools did Eric Webster attend?
Eric Webster attended University Of Arizona, University Of Phoenix, Securities & Insurance Licensing, Coronado High School.
What are some of Eric Webster's interests?
Eric Webster has interest in National News, Politics, Nature And Survival Shows, Business, Conservation, Hunting, Movies, Fishing.
What skills is Eric Webster known for?
Eric Webster has skills like Retirement Planning, Mutual Funds, Financial Services, Series 7, 401k, Investments, Asset Allocation, Portfolio Management, Series 63, Iras, Insurance, Financial Advisory.
Who are Eric Webster's colleagues?
Eric Webster's colleagues are Jeff Lupol, Sharon Feldmeir, Tom Samuelson, Doug Stewart, Mark Pyle, Janet J Montgomery Cfp®, Cws®, Cheri Gregory.
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Eric Webster
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Eric Webster
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Eric Webster
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