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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas B. White is a financial advisor with Edward Jones. Douglas has been in the securities industry since September 6, 1995. Douglas is a licensed financial advisor with licenses in South Carolina and Texas. Douglas holds the Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Douglas is registered with the Financial Industry Regulatory Authority (FINRA). Douglas is also registered with the state of South Carolina as an investment advisor representative. Douglas is a Chartered Financial Consultant. Douglas is an experienced financial advisor who can help clients with a variety of financial needs.
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.
See schedule d - miscellaneous
1
2
SC
03/06/2019 - Present
Edward Jones (POWDERSVILLE SC)
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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