Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stockton White is a financial advisor with over 8 years of experience in the industry. He has been registered with Fidelity Personal And Workplace Advisors since September 2023. Robert has also previously worked for Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Robert holds a Series 7, Series 9, Series 10 and Series 66 license and is also a Certified Financial Planner. Robert is registered to provide investment advice in 24 states.
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.
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.
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
NM
11/14/2023 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
12/13/2021 - 08/31/2023
CHARLES SCHWAB & CO., INC. (Albuquerque NM)
NM
09/25/2015 - 09/29/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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