Unclaimed
Douglas John White is a financial advisor with over 14 years of experience in the industry. Douglas is currently registered with FBL Marketing Services, LLC in Iowa. Previously, Douglas was registered with AXA Advisors, LLC, Edward Jones and WM Financial Services, Inc.. Douglas holds Series 6, 7, 63, and SIE licenses. Douglas is registered in Florida and Iowa.
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.
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.
1
2
IA
02/14/2018 - Present
FBL Marketing Services, LLC (Hiawatha IA)
IA
09/08/2014 - 01/03/2018
AXA ADVISORS, LLC (CEDAR RAPIDS IA)
MO
05/13/2014 - 07/11/2014
EDWARD JONES (ST. LOUIS MO)
CA
04/22/2004 - 07/07/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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