Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames E. White is an active investment advisor representative with Grove Point Advisors, LLC. James has been in the industry since 1996 and holds the Series 7, Series 52, Series 63, and Series 65 licenses, as well as the SIE exam. Previously, James was registered with Oppenheimer & Co. Inc., Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc.. James works with individual investors, charitable organizations, and pension and profit-sharing plans. James offers financial planning, pension consulting, educational seminars, and portfolio management 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.
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.
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
FL
07/07/2021 - Present
Grove Point Advisors, LLC (Lakewood Ranch FL)
FL
08/07/2018 - 07/02/2021
OPPENHEIMER & CO. INC. (SARASOTA FL)
NJ
10/18/2013 - 08/13/2018
WELLS FARGO CLEARING SERVICES, LLC (WEST CALDWELL NJ)
NC
11/17/2008 - 10/21/2013
OPPENHEIMER & CO. INC. (WINSTON-SALEM NC)
NJ
01/12/2007 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
07/17/2000 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/23/1996 - 08/09/2000
BNY CAPITAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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