Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Allison White is a financial advisor with Truist Advisory Services, Inc. Kathy has been in the financial services industry since 2004 and has a wide range of experience in providing financial advice to individuals and businesses. Kathy holds Series 6, 7, 63 and 65 licenses. Kathy has been a registered representative of BB&T Securities, LLC and BB&T Investment Services, Inc. prior to joining Truist. Kathy has a strong track record of providing personalized financial advice to clients and is dedicated to helping clients reach 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (HICKORY NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/21/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HICKORY NC)
NC
04/19/2004 - 03/07/2006
RBC CENTURA SECURITIES, INC. (HICKORY NC)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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