Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph White is a financial advisor with Fidelity Personal and Workplace Advisors, with over 4 years of experience in the industry. He is licensed to operate in New York and Texas. Joseph specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Joseph is currently registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Joseph was previously registered with Equitable Advisors, LLC.
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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NY
01/09/2023 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
03/19/2019 - 12/01/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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