Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Portia? Claim Your ProfilePortia Lissi White is an Investment Advisor Representative at Whelan Financial. Portia has been in the industry since November 2004 and holds a Series 65 license. Portia is licensed in California and is currently registered as an Investment Advisor Representative. Portia White's firm, Whelan Financial, is based in Fresno, CA and manages over $568 million in assets.
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.
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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CA
06/12/2006 - Present
Whelan Financial (FRESNO CA)
IA
Issued 06/10/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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