Unclaimed
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 Merrill Lynch, Pierce, Fenner & Smith Inc. Shari has been in the financial industry since 1994, working with Wells Fargo Clearing Services, LLC, Morgan Stanley, and Citigroup Global Markets Inc. Shari holds several licenses including Series 3, 7, 9, 10, 63, 66, and 99TO, along with SIE. Shari is a registered representative in 53 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.
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 05/08/2000
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 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
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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