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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael White is a financial advisor with over 35 years of experience in the industry. Michael is registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in several states. Michael's background includes experience with a number of prominent financial firms, including Pacific West Securities, Raymond James Financial Services, Financial Network Investment Corporation, AEGON USA Securities, and Linsco/Private Ledger. Michael holds a Series 7 and Series 63 license and is also a Certified Financial Planner.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (LANGLEY WA)
WA
07/09/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (EVERETT WA)
WA
06/19/2001 - 07/06/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (EVERETT WA)
CA
04/02/1996 - 06/20/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
09/26/1995 - 03/29/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
SC
10/03/1994 - 10/05/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
06/04/1993 - 09/30/1994
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
CA
04/06/1993 - 06/09/1993
MURPHEY FAVRE, INC. (IRVINE CA)
VA
02/01/1991 - 04/21/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/26/1989 - 02/04/1991
PACIFIC FIRST SECURITIES, LTD.
MN
01/20/1988 - 11/14/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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