Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert has been in the industry for over 25 years, and has previously held positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. He holds Series 7, 31, 52, 63, and 65 securities licenses. Robert is licensed in multiple states including Texas, Massachusetts, California and New York. Robert specializes in a range of financial services including portfolio management, investment advice and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
03/27/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
06/01/2009 - 11/18/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
08/20/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
04/23/1996 - 08/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
11/14/1995 - 03/08/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert White is the right advisor for you? Invested Better is here to help.
