Unclaimed
Paul White is a financial advisor at J.p. Morgan Securities LLC based in New York, NY. Paul has been in the industry since 2003 and has a broad range of experience in financial services. Paul is registered with the following organizations: FINRA, and all states in the United States. Paul holds the following licenses: Series 7, Series 24, Series 63, Series 79TO, and SIE. Paul's specializations include: Investment Banking, Equity, Debt, M&A, and Private Equity.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/05/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/01/2008 - 03/15/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/01/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
01/04/2002 - 07/01/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NA
06/25/1992 - 12/23/1992
OPPENHEIMER & CO., INC.
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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