Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jerome White is a financial advisor registered with Avantax Investment Services, Inc.. Michael has over 35 years of experience in the financial services industry. Michael has a Series 7 and Series 63 license and holds registrations in Arizona, California, Florida and Texas.
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.
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.
1
2
CA
11/28/2007 - Present
Avantax Investment Services, Inc. (SIMI VALLEY CA)
CA
06/21/1999 - 09/25/2007
NATIONAL PLANNING CORPORATION (SIMI VALLEY CA)
AZ
05/09/1994 - 06/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
11/25/1987 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
08/06/1984 - 12/24/1984
WESTLAKE SECURITIES, INC.
BC
Issued 08/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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