Unclaimed
Chynna Leigh White is a registered investment advisor representative with World Investment Advisors, LLC, based in Bedford, NH. Chynna has been in the industry since 2011 and holds Series 6, 63, and 65 licenses as well as the SIE. Prior to joining World Investment Advisors, Chynna worked at Raymond James Financial Services, Inc. and Securities America, Inc. Chynna specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
1
2
NH
06/28/2024 - Present
World Investment Advisors, LLC (BEDFORD NH)
NH
08/28/2017 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bedford NH)
NH
02/27/2012 - 08/30/2017
SECURITIES AMERICA, INC. (MERRIMACK NH)
NH
01/24/2011 - 02/13/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)
IA
Issued 04/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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