Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Kaye White is a financial advisor with over 14 years of experience in the industry. Evelyn has held positions at several firms including U.S. Bancorp Investments, Inc. and Wells Fargo Clearing Services, LLC. Evelyn is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. in California. Evelyn holds Series 6, 7, 9, 10, 63, 66 and SIE licenses. Evelyn is committed to providing financial advice to individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/20/2024 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
08/04/2016 - 01/30/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
LA
01/02/2015 - 12/16/2015
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
09/27/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
CA
05/08/2006 - 11/10/2006
MML INVESTORS SERVICES, INC. (SACRAMENTO CA)
CA
09/19/1997 - 11/01/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2014
Series 99 - Operations Professional Examination
BC
Issued 05/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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