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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles White is a financial advisor with LPL Financial LLC, based in MC KEES ROCKS, PA. Charles William White has been in the financial industry since 1987. He has a wide range of experience with various firms, including The Huntington Investment Company, Allstate Financial Services, LLC, CCO Investment Services Corp., NatCity Investments, Inc., and Citizens Investment Services Corp. Charles has a Series 63, Series 65, Series 7, Series 24, and SIE licenses. He offers financial planning, pension consulting, and educational seminars. Charles also provides portfolio management services for individuals 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.
Consulting and other non-discretionary advisory services
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.
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2
PA
01/14/2021 - Present
LPL Financial LLC (MC KEES ROCKS PA)
PA
03/31/2016 - 12/16/2020
THE HUNTINGTON INVESTMENT COMPANY (MONROEVILLE PA)
PA
07/30/2014 - 02/03/2015
ALLSTATE FINANCIAL SERVICES, LLC (MONROEVILLE PA)
PA
06/03/2009 - 10/07/2013
CCO INVESTMENT SERVICES CORP. (PITTSBURGH PA)
PA
06/03/2003 - 05/21/2009
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
RI
05/08/2002 - 05/29/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
PA
03/16/1994 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
IN
01/27/1993 - 03/11/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/27/1993 - 03/11/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
07/10/1992 - 02/06/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
05/10/1989 - 07/23/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CT
03/26/1986 - 05/30/1989
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
06/18/1985 - 03/11/1986
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 02/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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