Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay White is a financial professional with over 5 years of experience in the industry. Kay holds a Series 63, Series 6TO and SIE licenses and is registered in Delaware, Florida, Georgia, Massachusetts, New York and Texas. Kay is currently affiliated with Northwestern Mutual Investment Services, LLC and previously was affiliated with WELLS FARGO CLEARING SERVICES, LLC. Kay is a well-qualified and experienced financial professional who is dedicated to 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
10/26/2020 - Present
Northwestern Mutual Investment Services, LLC (PALM BCH GDNS FL)
FL
03/08/2019 - 10/13/2020
WELLS FARGO CLEARING SERVICES, LLC (BELLE GLADE FL)
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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