Consuelo E. Webb
Professional summary
Consuelo Elizabeth Webb, who also goes by Connie Elizabeth Cardenas, Consuelo E Cardenas, Consuelo Elizabeth Cardenas, Connie E Webb, is a registered financial advisor currently at MARI LEGACY GROUP, LLC located in Calabasas, California.
Consuelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Consuelo has worked at 4 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Consuelo Elizabeth Webb's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2023 - Present
MARI LEGACY GROUP, LLC
Office #1: 4500 Park Granada Suite 202, Calabasas, CA 91302September 2, 2015 - June 30, 2021
MORGAN STANLEY
July 10, 2003 - July 2, 2015
WELLS FARGO CLEARING SERVICES, LLC
September 4, 2002 - May 21, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2023)
(3/6/2023)
Exams
Current Firm
MARI LEGACY GROUP, LLC
CRD#: 325087 / SEC#: 801-127400
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 22,000,000 |
Red Flags
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