Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee White is a financial advisor registered with Ameriprise Financial Services, LLC. Robert has been in the industry since August 1996 and has a wide range of experience in financial planning, investment management, and insurance. He is registered to provide investment advice in Florida, Alabama, California, Colorado, Connecticut, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Robert has also held positions with Kovack Securities Inc., UBS PaineWebber Inc., and Dean Witter Reynolds Inc. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Asset allocation services
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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2
FL
07/30/2013 - Present
Ameriprise Financial Services, LLC (Brandon FL)
FL
03/03/2003 - 07/23/2013
KOVACK SECURITIES INC. (BRANDON FL)
NJ
08/20/1999 - 03/10/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/26/1996 - 09/20/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/22/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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