Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolf? Claim Your ProfileRolf Lee White is an investment advisor representative registered with SPC. Rolf has been in the industry since 2002 and has worked with several firms including NEW ENGLAND SECURITIES and FARMERS FINANCIAL SOLUTIONS, LLC. Rolf holds a Series 63 and a Series 6 license. Rolf specializes in working with clients in the following categories: Individuals Other Than High Net Worth, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, and Charitable Organizations.
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.
Consultation 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.
Seminar attendance fees
1
2
MN
06/07/2021 - Present
SPC (Burnsville MN)
MN
10/11/2002 - 06/21/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
CA
03/28/2002 - 10/31/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 03/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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