Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian White is a financial professional with over 2 years of experience in the industry. Brian is a registered representative with Piper Sandler & Co. Brian's past experience includes working with DBO PARTNERS LLC. Brian holds a Series 63, Series 79TO, and a SIE license. Brian is currently registered in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
CA
10/21/2022 - Present
Piper Sandler & Co. (Burlingame CA)
CA
09/28/2020 - 10/28/2022
DBO PARTNERS LLC (BURLINGAME CA)
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian White is the right advisor for you? Invested Better is here to help.
