Unclaimed
Schuyler White is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Schuyler has over 39 years of experience in the financial services industry. Schuyler is registered with FINRA and is licensed in 28 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.
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
CA
11/05/2021 - Present
Wells Fargo Advisors Financial Network, LLC (CHULA VISTA CA)
CA
01/01/2008 - 11/04/2021
WELLS FARGO CLEARING SERVICES, LLC (CHULA VISTA CA)
CA
02/17/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHULA VISTA CA)
NY
06/04/1997 - 02/21/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
02/04/1991 - 05/29/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/25/1989 - 02/05/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
05/04/1987 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/07/1985 - 04/08/1987
E. F. HUTTON & COMPANY INC
NA
01/25/1984 - 09/20/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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