Unclaimed
Douglas Edward White is a financial advisor with Commonwealth Financial Network. Douglas has been working in the financial industry since 1982. Douglas has a strong background in investment banking and wealth management. Douglas is registered to provide investment advice in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Oklahoma, Wisconsin, and Wyoming. Douglas is also a Chartered Financial Analyst. Douglas has been with Commonwealth Financial Network since 2024.
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.
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.
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
NH
02/12/2024 - Present
Commonwealth Financial Network (Hampton NH)
MA
07/22/2022 - 02/12/2024
B. RILEY WEALTH MANAGEMENT (Boston MA)
MA
03/20/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
10/07/2008 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
07/15/2002 - 10/07/2008
DETWILER FENTON & CO. (BOSTON MA)
NY
02/01/2000 - 07/16/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
09/10/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NJ
10/03/1983 - 09/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/26/1982 - 09/30/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 10/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/19/1983
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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