Unclaimed
Michael Kent White is a financial professional with over 20 years of experience. Michael is currently registered with GWN Securities Inc. and is also a registered Investment Advisor. Michael's expertise includes financial planning, portfolio management for individuals, and market timing services. Michael is dedicated to providing clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
OK
01/02/2013 - Present
GWN Securities Inc. (OWASSO OK)
OK
07/05/2002 - 01/02/2013
LEGEND EQUITIES CORPORATION (CATOOSA OK)
CO
06/10/2002 - 07/08/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
05/31/2000 - 06/10/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IA
Issued 09/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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