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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Collins White is a financial advisor with over 35 years of experience in the industry. James White is registered with LPL Financial LLC and has held previous registrations with SII INVESTMENTS, INC., MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. James White is currently licensed in Colorado, Florida, Michigan, Oklahoma, and Wisconsin. James White provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. James White also holds the Series 6, 7, 24, 26, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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MI
02/14/2018 - Present
LPL Financial LLC (MARQUETTE MI)
MI
10/03/2016 - 02/14/2018
SII INVESTMENTS, INC. (MARQUETTE MI)
MI
04/25/1986 - 10/05/2016
MSI FINANCIAL SERVICES, INC. (MARQUETTE MI)
MI
11/14/1983 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARQUETTE MI)
BC
Issued 06/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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