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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Jo White is a financial advisor with Voya Financial Advisors, Inc. Samantha has been in the financial industry since August 2015. Samantha has a Series 66 license, as well as a Series 7 and SIE license. Samantha is currently registered as an investment advisor in Oregon, California, and Washington. Samantha also serves as a Notary Public. Samantha provides financial services for individuals, businesses, and charitable organizations. Samantha specializes in financial planning, portfolio management, and educational seminars. Samantha is committed to providing her clients with personalized financial advice and guidance. Samantha can be found at the Eugene, OR office of Voya Financial Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
10/20/2016 - Present
Voya Financial Advisors, Inc. (EUGENE OR)
OR
07/28/2015 - 09/08/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MEDFORD OR)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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