Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald White is a financial professional with over 20 years of experience in the industry. Donald has been registered with Northwestern Mutual Investment Services, LLC since March 24, 1998. Donald holds a Series 6, 7, 63, and 66 license and is currently registered in California, Colorado, Florida, Louisiana, Maryland, North Carolina, Ohio, Oklahoma, Tennessee, and Texas. Donald previously worked at Robert W. Baird & Co. Incorporated from May 15, 1998, until January 1, 2002.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
TX
03/24/1998 - Present
Northwestern Mutual Investment Services, LLC (HOUSTON TX)
WI
05/15/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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