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 advisor based in New York, New York. Brian has been in the financial services industry since March 9, 1998. Brian is currently registered with MML Investors Services, LLC and is a registered representative of Stifel, Nicolaus & Company, Incorporated. Brian is also a registered investment advisor in Illinois, New Jersey, and New York. Brian has passed the Series 6, 7, and 63 exams. Brian is also a registered investment advisor and has passed the Series 65 exam. Brian has been involved in real estate and is the owner of a simple rental property in Hoboken, New Jersey.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
08/21/2007 - 10/17/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
06/17/2002 - 08/21/2007
RYAN BECK & CO. (NEW YORK NY)
NJ
04/29/2002 - 05/29/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
04/17/1999 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
05/24/1996 - 05/13/1999
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 7/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 5/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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