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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Rene White is a financial advisor with over 27 years of experience in the industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Antonio, TX, where she began working in February 2020. Before that, Shari worked at Wells Fargo Clearing Services, LLC, for over six years and at Morgan Stanley for almost four years. She holds a Series 7, 9, 10, 3, 63, and 66 license, as well as a SIE and Series 99TO license. Shari provides a wide range of services to clients, including portfolio management for individuals and businesses, educational seminars, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
03/27/2013 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
06/01/2009 - 04/08/2013
MORGAN STANLEY (SAN ANTONIO TX)
TX
12/14/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
BOTH
Issued 5/8/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2000
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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