Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn White is a financial advisor who has been in the industry since 1991. John is currently registered with Fidelity Personal and Workplace Advisors. John also has prior registrations with other firms such as VALIC Financial Advisors, Inc, TD Ameritrade, Inc, and Wells Fargo Advisors, LLC. John has experience advising individuals, corporations, and pension and profit-sharing plans. John holds the Series 63, Series 65, Series 7, and SIE licenses.
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
MA
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
07/01/2014 - 10/08/2015
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
05/14/2012 - 11/25/2013
TD AMERITRADE, INC. (SCHAUMBURG IL)
IL
08/19/2011 - 05/01/2012
WELLS FARGO ADVISORS, LLC (ARLINGTON HEIGHTS IL)
IL
10/07/2008 - 08/19/2011
CHASE INVESTMENT SERVICES CORP. (BUFFALO GROVE IL)
IL
09/07/2005 - 08/05/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
MA
12/05/2003 - 03/21/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
04/08/2002 - 12/09/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
02/05/1997 - 05/04/1998
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NE
02/06/1997 - 04/24/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NJ
08/30/1995 - 01/17/1997
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IL
12/17/1992 - 08/21/1995
FIRST CHICAGO INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
09/06/1991 - 12/08/1992
BANCA IMI SECURITIES CORP. (NEW YORK NY)
VA
02/22/1991 - 09/17/1991
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
02/07/1990 - 11/05/1990
GRIFFIN FINANCIAL SERVICES
NA
08/22/1988 - 01/23/1990
LANDMARK BROKERAGE SERVICES, INC.
OH
02/04/1988 - 06/24/1988
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
03/17/1987 - 09/21/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/01/1985 - 12/20/1986
DEAN WITTER REYNOLDS INC.
BC
Issued 7/14/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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