Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mcdaid White is a financial advisor with Raymond James Financial Services Advisors, Inc. located in GASTONIA, NC. Joshua Mcdaid White has been in the industry since 1998. Joshua Mcdaid White is registered with the state of North Carolina and is licensed to offer both investment advisory and brokerage services. Joshua Mcdaid White has experience with a variety of financial products and services, including securities, investment company products, and variable contracts. Joshua Mcdaid White also offers 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/18/2016 - Present
Raymond James Financial Services Advisors, Inc. (GASTONIA NC)
NC
07/20/2011 - 10/02/2015
LPL FINANCIAL LLC (GASTONIA NC)
NC
05/16/2008 - 07/20/2011
SECURITIES AMERICA, INC. (CORNELIUS NC)
NC
06/19/2006 - 05/14/2008
CAPITAL GUARDIAN, LLC (GASTONIA NC)
NC
02/14/2003 - 06/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MO
06/15/2002 - 02/21/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/11/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IN
04/02/1998 - 03/05/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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