Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Andrew White is a financial professional with over 13 years of experience in the financial industry. He is currently registered with Ameriprise Financial Services, LLC and holds a Series 6, Series 63, and Series 6TO license. Stephen is a licensed investment advisor representative in New Jersey. Prior to joining Ameriprise, Stephen worked at Paychex Securities Corporation and PRUCO SECURITIES, LLC. Stephen has a broad range of experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations.
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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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NJ
12/06/2023 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NY
09/16/2021 - 10/17/2023
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
NJ
07/05/2010 - 01/26/2015
PRUCO SECURITIES, LLC. (WARREN NJ)
BC
Issued 10/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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