Unclaimed
Johanna Barnes White is an active Broker-Dealer registered representative with a strong track record in the financial services industry. Johanna has been in the industry since 1984 and has held positions at several firms, including Hartford Equity Sales Company Inc., Jefferson-Pilot Investor Services, Inc., and Travelers Equities Sales, Inc. Currently, Johanna is registered with MML Investors Services, LLC and provides services to clients in Maryland. Johanna's professional background showcases her expertise in providing investment advice and financial planning services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
02/04/1998 - Present
MML Investors Services, LLC (HUNT VALLEY MD)
CT
11/15/1996 - 12/02/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
05/04/1994 - 10/03/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CA
06/17/1992 - 05/16/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CA
05/31/1990 - 03/18/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
MD
09/29/1989 - 05/31/1990
H. BECK, INC. (ROCKVILLE MD)
IN
05/31/1986 - 08/23/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
05/24/1984 - 06/23/1986
JEFFERSON-PILOT INVESTOR SERVICES, INC.
BC
Issued 05/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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