Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lee White is a financial advisor with over 38 years of experience. Matthew is registered with D.a. Davidson & Co. and specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Matthew has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Matthew has held previous positions at Stiefel, Nicolaus & Company, Incorporated and George K. Baum & Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
10/04/2022 - Present
D.a. Davidson & Co. (DENVER CO)
CO
09/27/2019 - 07/06/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
CO
05/31/1994 - 09/27/2019
GEORGE K. BAUM & COMPANY (DENVER CO)
MO
03/08/1990 - 05/31/1994
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
06/22/1989 - 03/19/1990
KIRCHNER, MOORE AND COMPANY
NY
07/20/1983 - 03/14/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 03/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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