Unclaimed
Mischa White is a financial professional with over 20 years of experience in the industry. Mischa is currently registered with PFS Investments Inc. in Dublin, CA. Previously, Mischa was also registered with PFS Investments Inc. in Temecula, CA and Dublin, CA. Mischa is licensed in California and holds several industry certifications including the Series 63, Series 26 and Series 6 exams. Mischa specializes in providing investment advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/06/2022 - Present
PFS Investments Inc. (DUBLIN CA)
CA
01/03/2008 - 12/31/2021
PFS INVESTMENTS INC. (TEMECULA CA)
CA
03/02/2001 - 12/31/2007
PFS INVESTMENTS INC. (DUBLIN CA)
BC
Issued 02/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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