Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen White is a registered representative with St. Bernard Financial Services, Inc. based in Russellville, AR. Kathleen has been in the financial services industry since May 18, 1996. Kathleen has a wide range of experience in the financial services industry and holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Combined State Law Examination (Series 66). Kathleen is a dedicated professional and strives to provide clients with the best possible financial advice and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AR
01/01/2025 - Present
ST. Bernard Financial Services, Inc. (Pea Ridge AR)
CA
06/30/2016 - 12/31/2022
SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)
CA
04/02/2013 - 07/26/2016
AMERITAS INVESTMENT CORP. (Ventura CA)
CA
02/15/2011 - 06/18/2012
CROWELL, WEEDON & CO. (VENTURA CA)
CA
09/10/2009 - 06/07/2010
UNIONBANC INVESTMENT SERVICES, LLC (SIMI VALLEY CA)
CA
10/16/2008 - 06/05/2009
PRIMEVEST FINANCIAL SERVICES, INC. (VENTURA CA)
CA
09/19/2002 - 09/08/2008
UBS FINANCIAL SERVICES INC. (OXNARD CA)
NE
07/11/2001 - 05/06/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
05/10/2000 - 06/15/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/17/1998 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NJ
02/27/1998 - 05/18/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
AZ
02/11/1997 - 02/24/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
08/09/1995 - 02/06/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
TX
10/18/1994 - 10/25/1995
AFS BROKERAGE, INC. (AUSTIN TX)
CA
08/07/1993 - 04/15/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
06/22/1993 - 07/29/1993
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 03/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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