Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gregory White is a financial professional with over 10 years of experience in the industry. Steven's career began at Oppenheimer & Co. Inc. in 2006. Steven then joined J.P. Morgan Securities LLC in 2012 and is currently registered with Houlihan Lokey Capital, Inc. as a representative. Steven is licensed to conduct business in New York.
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.
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.
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2
NY
07/12/2021 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
07/30/2012 - 07/19/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/26/2010 - 03/17/2011
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
05/25/2009 - 08/17/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/10/2006 - 09/24/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/24/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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