Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you C? Claim Your ProfileC. Michael White Jr. is a registered investment advisor representative with Osaic Wealth, Inc. based in Plano, TX. C. Michael White Jr. has been in the financial services industry since 1991. Prior to joining Osaic Wealth, Inc., C. Michael White Jr. worked at FIRST INDEPENDENT FINANCIAL SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., HIGH MARK SECURITIES, INC., VSR FINANCIAL SERVICES, INC., NORTHSTAR SECURITIES, INC., and DOMINION CAPITAL CORPORATION. C. Michael White Jr. is licensed to provide advisory services in Arkansas, Colorado and Texas. C. Michael White Jr. also holds licenses to sell fixed annuities and general lines insurance.
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.
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.
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2
TX
06/06/2016 - Present
Osaic Wealth, Inc. (PLANO TX)
TX
09/07/2005 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (ADDISON TX)
AZ
08/25/2004 - 09/07/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
01/21/2004 - 08/31/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
KS
05/26/1999 - 12/31/2003
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
TX
06/22/1998 - 05/28/1999
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
04/23/1996 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
GA
07/29/1991 - 04/17/1996
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/19/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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