Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian D White is a financial advisor with over 20 years of experience in the industry. Brian has a strong background in financial planning, portfolio management, and investment advisory services. Brian is currently registered with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services, Inc., Cambridge Investment Research, Inc., and FFP Securities, Inc. Brian is a Series 6, 7, and 63 licensed advisor and has a deep understanding of the financial markets. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/24/2024 - Present
Osaic Wealth, Inc. (GERMANTOWN TN)
TN
11/21/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
05/06/2004 - 12/08/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (GERMANTOWN TN)
MO
03/10/2003 - 05/19/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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