Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robbie? Claim Your ProfileRobbie White is a financial advisor with over 23 years of experience in the industry. Robbie is currently registered with Wells Fargo Clearing Services, LLC. Robbie has held previous roles at several firms, including Scottrade, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley DW Inc., and SunPoint Securities, Inc. Robbie holds multiple licenses and certifications, including Series 7, 9, 10, 63, 66, and SIE. Robbie is a registered investment advisor in Texas. Robbie specializes in providing financial planning, investment consulting services to institutional clients, pension consulting, and portfolio management for both individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/29/2016 - Present
Wells Fargo Clearing Services, LLC (TYLER TX)
TX
09/26/2011 - 01/29/2016
SCOTTRADE, INC. (TYLER TX)
TX
11/18/2010 - 09/22/2011
MORGAN STANLEY SMITH BARNEY (TYLER TX)
TX
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
06/25/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
02/10/2000 - 06/21/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
02/17/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robbie White is the right advisor for you? Invested Better is here to help.
