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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 James White is a financial advisor with Fidelity Personal And Workplace Advisors located in Byron Center, MI. Jeffrey has been a financial advisor for over 17 years. Jeffrey has a broad range of experience, having worked with a variety of firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY BROKERAGE SERVICES LLC, PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., and THE HUNTINGTON INVESTMENT COMPANY. Jeffrey holds Series 6, 7, 63 and 66 licenses and SIE. Jeffrey is a dedicated financial advisor with a commitment to providing clients with personalized financial advice.
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.
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2
MI
12/12/2022 - Present
Fidelity Personal AND Workplace Advisors (BYRON CENTER MI)
MI
11/14/2016 - 09/26/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (GRAND RAPIDS MI)
MI
04/28/2014 - 11/01/2016
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
MI
07/11/2012 - 04/03/2014
PNC INVESTMENTS (KALAMAZOO MI)
MI
09/15/2008 - 06/28/2012
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
MI
09/06/2007 - 09/02/2008
THE HUNTINGTON INVESTMENT COMPANY (BOYNE CITY MI)
MI
02/07/2007 - 07/02/2007
IFMG SECURITIES, INC. (EVART MI)
MI
09/08/2005 - 01/12/2007
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
BOTH
Issued 10/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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