Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew White is a registered investment advisor representative at Fiducient Advisors LLC. Brian is based in Chicago, Illinois and has been in the industry since 2002. Brian has a Series 63, Series 65 and a Series 7 licenses. Brian has previously worked at Chase Investment Services Corp., BANC ONE Securities Corporation and Scudder Distributors, Inc. Fiducient Advisors LLC is an investment advisory firm that offers a variety of services, including financial planning, portfolio management, and investment consulting. The firm has over $55 billion in assets under management.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/25/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
03/13/2006 - 02/16/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/13/2006 - 05/25/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/23/2002 - 12/31/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 01/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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