Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight E White is an active Registered Representative and Investment Adviser Representative. Dwight has been in the financial services industry since December 1998. Dwight is currently registered with Fidelity Personal And Workplace Advisors, in Greenville, South Carolina. Dwight's firm has approximately $1 billion - $10 billion in regulatory assets under management. Dwight provides financial planning, educational seminars, and selection of other advisers to individuals and businesses. Dwight's firm also manages portfolios for individuals and businesses. Dwight has passed several industry exams, including the Series 63, Series 65, Series 7, Series 9, and Series 10 exams. Dwight is registered in 27 states, including Alabama, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Dwight also holds active Investment Adviser Representative registrations in North Carolina, South Carolina, and Texas. Dwight's previous work experience includes positions at Fidelity Brokerage Services Inc. and Fidelity Brokerage Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE SC)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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