Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Raiskin White is a financial advisor currently associated with Wells Fargo Clearing Services, LLC, registered with FINRA and has been in the industry for over 17 years. Inna Raiskin White holds both Series 7 and Series 66 licenses, demonstrating her expertise in securities and investment advisory services. Inna Raiskin White has also held past positions with Lehman Brothers Inc., Deutsche Bank Securities Inc., and BT Alex. Brown Incorporated. Inna Raiskin White specializes in portfolio management for individuals and businesses, and offers financial planning services.
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
FL
04/12/2017 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
NY
05/20/2003 - 03/08/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/07/1999 - 03/11/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
03/06/1996 - 06/07/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BOTH
Issued 04/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
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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