Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gliceria? Claim Your ProfileGliceria White is a financial advisor with LPL Financial LLC, a large, well-established firm. Gliceria has over 14 years of experience in the financial industry, having worked with several companies such as HORNOR, TOWNSEND & KENT, INC., MSI FINANCIAL SERVICES, INC., and PRUCO SECURITIES, LLC. Gliceria holds Series 6, Series 63, and SIE licenses. Gliceria's experience and qualifications make her well-suited to provide financial advice to a wide range of clients, including individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/10/2018 - Present
LPL Financial LLC (LEAGUE CITY TX)
TX
07/11/2016 - 07/31/2018
HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)
TX
01/15/2016 - 07/12/2016
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
11/14/2014 - 01/11/2016
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
09/17/2004 - 11/07/2014
METLIFE SECURITIES INC. (HOUSTON TX)
TX
09/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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