Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Avery White is a registered representative with Fidelity Brokerage Services LLC, a well-known and respected financial services firm. Robert holds a Series 7TO and SIE license, and is registered in multiple states, including North Carolina and Rhode Island. Robert is experienced in the financial services industry, previously working with firms such as ALLY INVEST SECURITIES LLC, WELLS FARGO CLEARING SERVICES, LLC, and VANGUARD MARKETING CORPORATION. With his experience, licenses, and registrations, Robert is equipped to provide comprehensive financial advice and guidance to clients across a variety of needs.
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.
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.
1
2
RI
06/13/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NC
11/22/2023 - 05/28/2024
ALLY INVEST SECURITIES LLC (Charlotte NC)
NC
08/16/2023 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
02/21/2023 - 07/28/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert White is the right advisor for you? Invested Better is here to help.
