Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolly? Claim Your ProfileRolly Randolph White is an investment advisor representative with The Ameriflex Group, a firm based in Las Vegas, Nevada. Rolly has been in the industry since 2008. Rolly is currently registered with the state of Arizona and has a Series 6, 7, and 63 license. In addition to working with The Ameriflex Group, Rolly is involved in several other business ventures.
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.
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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AZ
06/02/2021 - Present
THE Ameriflex Group (Gilbert AZ)
AZ
10/25/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GILBERT AZ)
AZ
01/29/2014 - 11/21/2019
J.W. COLE FINANCIAL, INC. (GILBERT AZ)
AZ
10/06/2011 - 01/30/2014
HORNOR, TOWNSEND & KENT, INC. (GILBERT AZ)
AZ
09/05/2008 - 10/14/2011
METLIFE SECURITIES INC. (TEMPE AZ)
BC
Issued 10/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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