Unclaimed
Ernest White is a financial advisor with over 10 years of experience in the financial services industry. Ernest is currently registered with Truist Advisory Services, Inc. and has a Series 7, Series 66 and SIE licenses. Ernest has experience in various aspects of financial planning including portfolio management, financial profiling, and publication of periodicals. In addition to working with individuals, Ernest also works with businesses, corporations, and non-profit organizations. Prior to joining Truist Advisory Services, Ernest was employed by VALIC Financial Advisors, Inc. and AXA Advisors, LLC. Ernest is committed to providing personalized financial advice that meets the unique needs of each of clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
05/03/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
12/23/2013 - 01/26/2017
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
02/27/2008 - 10/02/2013
AXA ADVISORS, LLC (ORLANDO FL)
FL
07/07/2006 - 01/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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