Unclaimed
Jamel Oneal White is a registered representative with PFS Investments Inc. Jamel has been in the industry for over 2 years and has experience in both brokerage and investment advisory services. Jamel is licensed to provide investment advice in California, Florida, North Carolina and Virginia. Jamel is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jamel holds a Series 7 and Series 66 license. Jamel has a history of working for various companies including Fidelity Brokerage Services LLC. Jamel is also a registered representative of Primerica Financial Services, a financial services company that provides life insurance, annuities, mutual funds, and other financial products. Jamel also has experience in working as a teacher for the University of Maryland Global Campus. Jamel is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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2
VA
09/06/2024 - Present
PFS Investments Inc. (Williamsburg VA)
FL
06/21/2022 - 03/14/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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