Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Royal White is a financial advisor at Stifel, Nicolaus & Company, Inc. Charles has been in the industry since 1988 and has a wealth of experience in the financial services sector. Charles is registered with FINRA and holds several licenses, including Series 3, 7, 24, 52TO, 53, and 63. Charles specializes in providing financial advice and portfolio management services to individuals, families, and 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.
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
AL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
05/11/1998 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
11/15/2001 - 02/21/2012
CUSO PARTNERS, LLC (BIRMINGHAM AL)
AL
02/01/1991 - 07/25/1996
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
TN
12/07/1990 - 12/08/1990
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
NA
01/24/1989 - 08/24/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
06/02/1986 - 02/06/1989
MORGAN KEEGAN & COMPANY, INC.
NA
03/19/1986 - 06/11/1986
PAINEWEBBER INCORPORATED
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/11/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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