Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis White is a financial advisor at WMG Financial Advisors, LLC. Dennis is a registered Investment Advisor Representative in Mississippi and a registered Investment Advisor Representative Resident in Texas. Dennis has been a financial advisor for over 20 years and has worked with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Dennis’s experience includes working with Concourse Financial Group Securities, Inc. (fka ProEquities), Linsco/Private Ledger Corp., and PaineWebber Incorporated.
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.
Consulting
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
MS
02/14/2019 - Present
WMG Financial Advisors, LLC (Brandon MS)
MS
11/10/2003 - 05/30/2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Brandon MS)
SC
04/10/1995 - 11/21/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
02/16/1990 - 05/16/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dennis White is the right advisor for you? Invested Better is here to help.
