Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Foss White is a financial advisor with Cetera Investment Services LLC. David has been in the industry since February 18, 2002, and has experience with Allstate Financial Services, LLC. David is registered to provide investment advice in California, Florida, Michigan, North Carolina, Oklahoma, Tennessee, Texas, and Virginia. David has successfully passed the SIE, Series 6, and Series 63 exams.
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.
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.
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MI
06/23/2003 - Present
Cetera Investment Services LLC (LAKE ODESSA MI)
NE
01/16/2002 - 05/19/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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