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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 Paul White is a financial advisor with over 35 years of experience in the industry. Jeffrey Paul White is currently registered with Cetera Investment Advisers LLC. Prior to this, Jeffrey Paul White was employed by Investors Capital Corp. and John Hancock Distributors, Inc. Jeffrey Paul White is a Chartered Financial Consultant and has obtained his Series 6, Series 63 and SIE licenses. Jeffrey Paul White is currently registered in Florida, Maine, Massachusetts, New Hampshire and Rhode Island and specializes in providing financial planning services to high-net-worth individuals, corporations, and other businesses. Jeffrey Paul White also specializes in providing investment advice and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Jeffrey Paul White also works with charitable organizations.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (ROCKLAND MA)
MA
08/18/1995 - 10/03/2016
INVESTORS CAPITAL CORP. (ROCKLAND MA)
MA
10/17/1988 - 08/29/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/17/1988 - 08/29/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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