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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Taylor White is a financial advisor with Fidelity Personal And Workplace Advisors. Justin has over 11 years of experience in the financial services industry. Justin holds the Series 6, 7, 63, 66 and SIE licenses. Justin is also a Certified Financial Planner. Justin works with a variety of clients including high-net-worth individuals, corporations, and pension plans. Justin's previous experience includes working at Charles Schwab & Co., Inc. and OppenheimerFunds Distributor, Inc. Justin is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
CO
06/20/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/12/2011 - 04/03/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
07/24/2008 - 08/02/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
GA
08/11/2004 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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