Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olen White is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry since 1993 and holds a Series 63 and 65 license. He is registered with the Financial Industry Regulatory Authority (FINRA). David also holds an active Investment Advisor Representative license in Florida, Kentucky, Tennessee, and Texas. He is active in the Bowling Green community, serving as a coach at Moss Middle School. David's areas of expertise include portfolio management for individuals and businesses. He is committed to providing his clients with personalized financial advice and strategies that help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
KY
10/23/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOWLING GREEN KY)
IA
Issued 11/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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