Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas White has been in the financial services industry since 1994. Steven is currently registered with Cetera Investment Advisers LLC, and has previously been registered with several other firms, including First Allied Securities, Inc., Investors Capital Corp., and Multi-Financial Securities Corporation. Steven is licensed to conduct business in several states including Alabama, Georgia, Florida, Louisiana, Mississippi, North Carolina, Oregon, South Carolina, and Virginia. Steven is also a member of the Endowment Investment Committee for Vestavia Hills Baptist Church.
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.
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
AL
01/13/2023 - Present
Cetera Investment Advisers LLC (BIRMINGHAM AL)
AL
05/31/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BIRMINGHAM AL)
AL
03/09/2007 - 06/01/2011
INVESTORS CAPITAL CORP. (BIRMINGHAM AL)
AL
11/24/2003 - 03/16/2007
MULTI-FINANCIAL SECURITIES CORPORATION (BIRMINGHAM AL)
AZ
05/01/2001 - 11/18/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
07/14/1993 - 03/07/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1993 - 03/07/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AL
02/19/1992 - 06/02/1993
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
03/23/1988 - 02/14/1992
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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