Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dolores? Claim Your ProfileDolores Ann White is a registered representative of Kestra Advisory Services, LLC and has been in the securities industry since June 10, 1990. Dolores is currently registered with the state of New Jersey and has previously worked for firms including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Royal Alliance Associates, Inc., Drexel Burnham Lambert Government Securities Inc. and Drexel Burnham Lambert Incorporated. Dolores is a Series 63 and 65 licensed individual who has 1 approved SRO registration and 1 approved FINRA registration. Dolores offers financial planning, pension consulting and selection of other advisors to individuals and businesses.
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.
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
NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (Suite 550 NJ)
IN
10/28/2004 - 01/31/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/28/2004 - 01/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
10/28/1991 - 09/22/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/21/1989 - 11/06/1989
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
06/21/1988 - 11/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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