Katelyn Webster (CRD# 7130689) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Aliquippa, PA and has over 4 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Motley Fool Wealth Management, LLC | Alexandria, VA | Feb 2022 - Current | 2 |
Bny Mellon | Pittsburgh, PA | Mar 2020 - Feb 2022 | 1 |
Olive Garden | Pittsburgh, PA | Jan 2020 - Mar 2020 | < 1 |
The Vanguard Group, Inc. | Malvern, PA | Jun 2019 - Dec 2019 | < 1 |
Unemployed | West Chester, PA | May 2019 - Jun 2019 | < 1 |
Urban Redevelopment Authority | Pittsburgh, PA | Sep 2018 - Apr 2019 | < 1 |
University Of Pittsburgh | Pittsburgh, PA | Aug 2015 - Apr 2019 | 3 |
Fulton Bank | Myerstown, PA | May 2016 - Jan 2019 | 2 |
Dollar Bank | Pittsburgh, PA | May 2018 - Jul 2018 | < 1 |
Milky Way | Pittsburgh, PA | Sep 2017 - Nov 2017 | < 1 |
Johnny & Hons Smokehaus | Womelsdorf, PA | May 2017 - Aug 2017 | < 1 |
Peiffer's Pantry | Myerstown, PA | Jan 2014 - Jun 2015 | 1 |
Eastern Lebanon County High School | Myerstown, PA | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CO
- VA
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Total Assets Under Management1,877MILLIONS
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Total Number of Accounts4,627ACCOUNTS
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Average Account Value$405,629
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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