Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee White is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. David Lee White is licensed to provide investment advice in Missouri and Texas. David Lee White has been in the financial industry since 2015. David Lee White specializes in providing investment advice to individuals, businesses, and institutions. David Lee White also provides financial planning services, pension consulting, and investment consulting services to institutional clients. David Lee White holds the Series 7, Series 9, Series 10, Series 24, and Series 66 licenses.
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.
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.
Investment consulting services to institutional clients
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
MO
08/06/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 10/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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