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Gregory Steven White

Oppenheimer & Co. Inc.

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About Gregory Steven White

Gregory Steven White is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative. Gregory is a licensed professional with over 38 years of experience in the financial services industry. Gregory has been with Oppenheimer & Co. Inc. since May 1997, and previously worked for U.S. Clearing Corp., Roosevelt & Cross, Incorporated, Moseley, Hallgarten, Estabrook & Weeden, Inc., and Paine, Webber, Jackson & Curtis Inc. Gregory's experience spans a variety of financial products and services, including portfolio management, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Gregory holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 15, 24, 27, 53, 55, 57, 63, 65, 99, and SIE. Gregory is a member of FINRA and the Securities Industry and Financial Markets Association (SIFMA). Gregory is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Gregory White is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gregory White’s Registration & Firm History

PR

02/25/2021 - Present

Oppenheimer & Co. Inc. (SAN JUAN PR)

TX

08/24/1995 - 05/13/1997

U.S. CLEARING CORP. (DALLAS TX)

NY

06/16/1986 - 08/15/1995

ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)

NA

04/18/1985 - 05/22/1986

MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.

NA

08/19/1983 - 03/07/1984

SHEARSON/AMERICAN EXPRESS INC.

NA

05/25/1983 - 07/08/1983

PAINE, WEBBER, JACKSON & CURTIS INC.

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Licenses & Designations

IA

Issued 07/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2006

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/20/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/19/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/10/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/05/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2008

Series 3 - National Commodity Futures Examination

BC

Issued 03/16/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/19/1983

Series 5 - Interest Rate Options Examination

BC

Issued 12/14/1983

Series 15 - Foreign Currency Options Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Gregory Steven White. Review regulatory record here.
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