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Katie M White

PGI Wealth Management

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About Katie M White

Katie Malinowski is a financial advisor currently registered with PGI Wealth Management. Katie has over 20 years of experience in the financial services industry. She is also registered as an investment advisor representative in Florida. Katie offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Katie White is currently registered with PGI Wealth Management. PGI Wealth Management is a Milton, GA-based registered investment advisor with over $934 million in assets under management. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a team of 7 investment advisor representatives.
PGI Wealth Management

13680 HIGHWAY 9

MILTON, GA 30004

$934.44M

Assets Under Management

307

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katie White’s Registration & Firm History

FL

01/01/2025 - Present

PGI Wealth Management (RIVERVIEW FL)

FL

06/15/2022 - 08/30/2022

PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)

FL

02/17/2021 - 03/31/2022

TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

FL

04/10/2015 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (TAMPA FL)

FL

06/01/2012 - 03/27/2015

JHS CAPITAL ADVISORS, LLC (TAMPA FL)

FL

10/11/2006 - 06/05/2012

WELLS FARGO ADVISORS, LLC (TAMPA FL)

FL

05/01/2000 - 10/13/2006

RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 05/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie M White.
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