Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Quincy White is an investment advisor representative registered with the state of South Carolina. Jacob is associated with W&S Brokerage Services, Inc. Jacob is a licensed agent and has held licenses since 2022. Jacob currently has a total of 2 registrations. Jacob has taken and passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Jacob is licensed to sell securities in Missouri and South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
05/31/2023 - Present
W&S Brokerage Services, Inc. (Daniel Island SC)
IA
Issued 05/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jacob White is the right advisor for you? Invested Better is here to help.
