Unclaimed
Angela Denise White is a financial advisor with Morgan Stanley, a firm that has been providing financial advice and services for over 80 years. With over 27 years of experience in the industry, Angela has helped numerous clients reach their financial goals. She is a licensed and registered representative in multiple states, including Mississippi, where she is currently based.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MS
06/16/2010 - Present
Morgan Stanley (Hattiesburg MS)
MS
02/13/2007 - 04/19/2010
MORGAN KEEGAN & COMPANY, INC. (HATTIESBURG MS)
MS
05/11/2001 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (HATTIESBURG MS)
NY
09/24/1996 - 05/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
05/04/1995 - 08/07/1996
DEPOSIT GUARANTY INVESTMENTS, INC.
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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