Unclaimed
Ronny Mac White is a financial advisor with over 25 years of experience in the industry. Ronny has been with Wells Fargo Clearing Services, LLC since 2016, and has a broad range of experience, including financial planning, portfolio management, and investment consulting services to institutional clients. Prior to joining Wells Fargo Clearing Services, LLC, Ronny spent over 10 years at A. G. Edwards & Sons, INC. Ronny holds Series 7, Series 63, and Series 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Ronny is also registered as an investment advisor representative in Arkansas and Texas. Ronny is dedicated to providing clients with personalized financial advice and helping them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
09/23/2016 - Present
Wells Fargo Clearing Services, LLC (ROGERS AR)
AR
01/06/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROGERS AR)
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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