Tasha Ladonna Webie
Investment adviser representative at Principal Securities, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
Are you Tasha Ladonna Webie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Principal Securities, Inc.Oct 2024 to now
- Principal Life Insurance CompanyOct 2024 to now
- Equitable Advisors, LLCJul 2024 to Aug 2024
- Bank of AmericaMar 2023 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Jun 2024
- Valic Financial Advisors, Inc.Aug 2022 to Feb 2023
- American Portfolios Advisors, Inc.Sep 2020 to Aug 2022
- American Portfolios Financial Services, Inc.Sep 2020 to Aug 2022
- E-commerce BusinessMar 2019 to Sep 2021
- UnemployedSep 2018 to Feb 2019
- UBS Financial Services IncJul 2010 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AL).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5351386
- Firm CRD
- 1137