Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca White is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Bianca is a registered representative in California and Iowa and has been in the industry since July 2019. Bianca has a Series 7, Series 66, and SIE license and has experience in various investment areas. Bianca also has experience working with clients of all types including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Bianca specializes in financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Bianca is committed to providing her clients with the highest level of service and expertise.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
08/15/2022 - Present
Cambridge Investment Research Advisors, Inc. (Los Angeles CA)
CA
02/19/2020 - 07/11/2022
HILLTOP SECURITIES INC. (Sherman Oaks CA)
AZ
06/26/2019 - 09/13/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/06/2018 - 03/04/2019
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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