Tasha Ladonna Webie

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 09/2018
  Ubs Financial Services Inc
  Atlanta, GA
• 09/2018 → 02/2019
  Unemployed
  Madison, AL
• 03/2019 → 09/2021
  E-Commerce Business
  Madison, AL
• 09/2020 → 08/2022
  American Portfolios Financial Services, Inc.
  Huntsville, AL
• 09/2020 → 08/2022
  American Portfolios Advisors, Inc.
  Huntsville, AL
• 08/2022 → 02/2023
  Valic Financial Advisors, Inc.
  Birmingham, AL
• 02/2023 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntsville, AL
• 07/2024 → 08/2024
  Equitable Advisors, Llc
  New York, NY
• 03/2023 → 06/2024
  Bank Of America
  Huntsville, AL
• 10/2024 → Present
  Principal Life Insurance Company
  Madison, AL
• 10/2024 → Present
  Principal Securities, Inc.
  Madison, AL

Previous Registrations

• 2024-07-11 → 2024-08-16
  Equitable Advisors, Llc
  Trussville, AL
• 2023-02-27 → 2024-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntsville, AL
• 2022-08-22 → 2023-03-15
  Valic Financial Advisors, Inc.
  Birmingham, AL
• 2020-09-25 → 2022-08-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2010-08-09 → 2018-10-04
  Ubs Financial Services Inc.
  Atlanta, GA
• 2008-05-16 → 2010-07-26
  Truist Investment Services, Inc.
  Atlanta, GA
  Athens, GA
  Atlanta, GA
  Loganville, GA

Other Businesses

LONG WAY PUBLISHING LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2026 ADDRESS: 335 Sunnyslope Trail, Madison AL 35757, United States DESCRIPTION: The OBA is a publishing LLC I opened for the sole purpose of selling my own written materials. I will be the owner and producer of the materials which are books about murder mysteries and contain no reference to investments, securities, or annuities of any kind. They do not and will not offer or recommend investments or insurance products in any way. No current clients or prospects will be directly solicited.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-12
• S63 Uniform Securities Agent State Law Examination
  2007-11-20

Designations

• Certified Financial Planner

Other Names

• Tasha Teat
• Tasha Teat Webie
• Tasha Ladonna Webie
• Tasha Webie