Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ray White is a financial advisor with over 15 years of experience in the financial services industry. Stephen is currently registered with ON Investment Management Co. and has previously been registered with EDWARD JONES, EQUITY SERVICES, INC., FARMERS FINANCIAL SOLUTIONS, LLC and FSC SECURITIES CORPORATION. Stephen provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. He also offers investment advisory services through a variety of platforms, including Morningstar, SEI, Assetmark, Brinker Capital, BNY Mellon Advisors, Inc, Symmetry Partners, and Envestnet.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
MO
01/18/2024 - Present
ON Investment Management Co. (Lees Summit MO)
MO
10/21/2011 - 07/21/2017
EDWARD JONES (LEES SUMMIT MO)
VT
09/18/2003 - 12/31/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
CA
03/18/2003 - 06/30/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
02/08/2001 - 02/26/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NA
09/14/1994 - 10/10/1994
FSC SECURITIES CORPORATION
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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