Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Mckiernan White is a financial advisor with Raymond James & Associates, Inc. based in Louisville, Kentucky. Bruce has been in the financial services industry since January 31, 2000. Bruce is registered with the state of Kentucky and Illinois. Bruce has also been registered with other firms in the past. Bruce's previous employers include Morgan Keegan & Company, Inc., Wachovia Securities, LLC and Prudential Securities Incorporated. Bruce holds the Series 7, Series 63, and Series 65 licenses. Bruce is also a licensed investment advisor. Bruce specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Please see note in schedule d - miscellaneous
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
KY
02/13/2013 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
06/01/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
MO
07/01/2003 - 06/08/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/01/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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