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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 Lee White is a financial advisor with Osaic Wealth, Inc. based in Uhrichsville, OH. Jeffrey has over 35 years of experience in the financial services industry. He specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. He holds the Series 6, 7, 24, 26, 51 and 63 licenses as well as the Series 65. Jeffrey is a dedicated financial advisor who is committed 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.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (Uhrichsville OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Uhrichsville OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (UHRICHSVILLE OH)
TX
01/18/1988 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/31/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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