Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac White is a financial advisor with over 10 years of experience in the industry. He is currently registered with First Citizens Investor Services, Inc. in Raleigh, North Carolina. Isaac holds Series 63, 66, 7, 9, and 10 licenses as well as the SIE exam. He is also a Certified Financial Planner (CFP). Previously, Isaac worked for Fidelity Brokerage Services LLC in Durham, North Carolina. Isaac specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
09/19/2019 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
12/17/2012 - 08/14/2019
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 12/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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