Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Lee White is a financial advisor at Oppenheimer & Co. Inc. Laura is registered with the state of Florida to provide both investment advisory services and broker-dealer services. Laura has been working in the financial services industry since 1991 and is currently registered with 23 states and the Financial Industry Regulatory Authority (FINRA). Laura’s specializations include retirement planning, investment management, and financial planning. Laura has previously worked for UBS Financial Services Inc., Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, Rooney, Pace Inc., and Becker Paribas Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/06/2015 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
02/15/2013 - 05/13/2015
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
10/05/2005 - 03/04/2013
OPPENHEIMER & CO. INC. (MIAMI FL)
NY
04/11/2000 - 11/03/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/27/1996 - 03/28/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/30/1989 - 09/10/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/27/1986 - 11/08/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/06/1985 - 07/29/1985
ROONEY, PACE INC.
NA
01/25/1984 - 08/31/1984
BECKER PARIBAS INCORPORATED
IA
Issued 07/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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