Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Stephen White is a financial advisor with over 40 years of experience in the financial services industry. Jeff is registered with LPL Financial LLC and is currently licensed in 28 states. Jeff has a diverse background having worked with a number of firms including Sunamerica Securities, Inc., Anchor National Financial Services, Inc., Boardwalk Capital Corporation, and H.C. Copeland and Associates Equities, Inc. Jeff holds both Series 6 and Series 7 securities licenses, as well as Series 24 principal and Series 63 and Series 65 licenses. Jeff specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Jeff offers a range of services to help clients meet their financial goals, including retirement planning, college savings, estate planning, and tax planning.
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.
1
2
HI
03/27/2013 - Present
LPL Financial LLC (HONOLULU HI)
AZ
05/19/1992 - 09/28/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/01/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
10/09/1985 - 02/05/1990
BOARDWALK CAPITAL CORPORATION
NA
04/07/1982 - 01/18/1986
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 03/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeff White is the right advisor for you? Invested Better is here to help.
