Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Lee White is a financial advisor who has been in the industry for over 20 years. Johnny is currently a Registered Principal at Wells Fargo Clearing Services, LLC, a leading provider of financial services. Johnny has a broad range of experience, having previously worked at CSFBDIRECT, INC. Johnny holds Series 7, 9, 24 and 63 licenses. Johnny is also a Series SIE exam holder. Johnny offers investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/06/2002 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NJ
07/24/2000 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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