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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 Fidelity Personal and Workplace Advisors. Jeffrey has been working in the financial industry since 2004. Jeffrey has passed the Series 6, 7, and 66 exams, and is registered in 53 states and the District of Columbia. Jeffrey's experience includes working with clients from various backgrounds, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. He specializes in financial planning, portfolio management, and educational seminars. Before joining Fidelity, Jeffrey was a financial advisor with VALIC Financial Advisors, Inc. and Allstate Financial Services, LLC. Jeffrey is committed to providing personalized financial advice and helping his 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.
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.
1
2
UT
12/16/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
05/03/2021 - 11/24/2021
VALIC FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
CA
06/03/2020 - 05/04/2021
ALLSTATE FINANCIAL SERVICES, LLC (El Dorado Hills CA)
CA
01/05/2010 - 06/18/2020
PRINCIPAL SECURITIES, INC. (Roseville CA)
CA
09/08/2008 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
09/08/2003 - 12/31/2006
FARMERS FINANCIAL SOLUTIONS, LLC (ROSEVILLE CA)
NA
10/30/1991 - 05/19/1992
PRUCO SECURITIES CORPORATION
NA
10/30/1991 - 05/19/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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