Unclaimed
Brigette Louise White is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Burlington, Vermont. Brigette has been in the financial services industry since 1996. Brigette specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Brigette is a Certified Financial Planner and holds a variety of securities licenses, including Series 7, Series 24, and Series 66. Brigette is also a licensed insurance agent and has experience in managing real estate.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (BURLINGTON VT)
BOTH
Issued 05/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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