Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey White is a financial advisor with over 30 years of experience in the financial industry. Jeffrey is currently registered with Private Advisor Group, LLC in California and has been with the firm since March 2016. Jeffrey holds several licenses and certifications, including Series 7, Series 24, and Series 63. Jeffrey offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jeffrey has a strong track record of providing sound financial advice to clients of all types, including individuals, families, businesses, and institutions. Jeffrey is dedicated to helping 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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/06/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
FL
03/06/1991 - 10/18/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NJ
12/19/1988 - 03/14/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/23/1988 - 01/12/1989
SHEARSON LEHMAN HUTTON INC.
BC
Issued 05/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey White is the right advisor for you? Invested Better is here to help.
