Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francis White is a financial advisor who has been in the industry since July 2015. David has a Series 6, 7, 63, and 65 licenses and holds registrations in Delaware, Maryland, Pennsylvania, and Virginia. David currently works for Equitable Advisors, LLC, a firm with approximately 32.3 billion in assets under management. David is a registered Investment Advisor Representative (IAR) for the firm in Maryland. David has experience working with a variety of clients, including individuals, corporations, and charitable organizations. David is a special contributor to the firm's investment strategy and is focused on providing financial planning services.
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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MD
10/09/2024 - Present
Equitable Advisors, LLC (COLUMBIA MD)
MD
07/14/2015 - 12/16/2021
NYLIFE SECURITIES LLC (TIMONIUM MD)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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