Unclaimed
Michael Robert White is an active investment advisor with a long career, starting in the industry on July 16, 1983. Michael is registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR) for Cetera Investment Advisers LLC. Michael Robert White holds multiple licenses and is a registered representative of Cetera Investment Advisers LLC, which is a broker-dealer headquartered in Schaumburg, Illinois. Cetera Investment Advisers LLC provides advisory and investment services to a wide range of clients including high-net-worth individuals, charitable organizations, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth clients.
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.
1
2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
01/05/1987 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
12/06/2002 - 06/08/2006
WORTHMARK ALLIANCE VIII, LLC (RICHMOND VA)
MN
03/10/2000 - 07/28/2005
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
NA
07/03/1986 - 11/13/1986
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
05/26/1983 - 07/03/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 4/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 2/8/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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