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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 Michael White is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works at Osaic Institutions, Inc., where he is registered as a Registered Representative and Investment Advisor Representative. Jeffrey has previously worked at several other firms, including First Citizens Investor Services, Inc., W&S Brokerage Services, Inc., and Ameriprise Financial Services, Inc. Jeffrey holds a variety of licenses, including Series 2, 6, 7, 24, 26, 63, and 65, which allows him to provide a comprehensive range of financial services to his clients. Jeffrey has provided financial planning and portfolio management services to individuals and corporations and provides solicitation services for other advisors. He has been active in the industry since October 1996.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
06/30/2017 - Present
Osaic Institutions, Inc. (Asheville NC)
NC
08/31/2015 - 05/30/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (Black Mountain NC)
NC
12/09/2013 - 08/28/2015
W&S BROKERAGE SERVICES, INC. (ASHEVILLE NC)
NC
04/29/2013 - 09/16/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ASHEVILLE NC)
NC
11/06/2006 - 09/21/2012
BB&T INVESTMENT SERVICES, INC. (ASHEVILLE NC)
NH
01/03/2006 - 02/13/2006
WADDELL & REED, INC. (MANCHESTER NH)
MN
06/06/2001 - 01/10/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/14/1999 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
MN
09/30/1998 - 02/23/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
07/01/1996 - 09/28/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
05/15/1995 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NJ
04/26/1991 - 09/25/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/26/1991 - 09/25/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 05/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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