Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josephine? Claim Your ProfileJosephine White is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 18 years of experience in the industry. Josephine holds licenses in 46 states and the District of Columbia, as well as Series 7, Series 66, and SIE licenses. Josephine also has a power of attorney for an MLPF&S CUST FPO MW SEP FBO MW account. Josephine's specializations include providing portfolio management services to individuals and businesses, financial planning services, and pension consulting. She also offers research reports and services, educational seminars, and allocation modeling to her clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
02/07/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAKLAND CA)
BOTH
Issued 09/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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