Unclaimed
Grover Lee White is a financial advisor at Wells Fargo Clearing Services, LLC. Grover has been in the financial industry since 2000 and has experience at firms such as Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Grover holds licenses including Series 3, 7, 9, 10, 31, 66, 99TO and SIE. Grover is registered to provide investment advice in the states of Arkansas, Massachusetts, North Carolina and Utah. Grover is also a trustee for a family trust.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
10/13/2006 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
VA
02/21/2006 - 10/05/2006
CITIGROUP GLOBAL MARKETS INC. (VIRGINIA BEACH VA)
MD
09/26/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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