Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lee White is a financial advisor based in Greenwood Village, Colorado. Steven has been in the financial industry since 2006. He is registered with ON Investment Management Co., where he is licensed to provide financial advice in Colorado, Florida, Texas, and Wisconsin. Steven has previously worked with Securities America, Inc., Cambridge Investment Research, Inc., Mutual of Omaha Investor Services, Inc., and Park Avenue Securities LLC. He is experienced in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
CO
01/19/2024 - Present
ON Investment Management Co. (Greenwood Village CO)
CO
02/15/2017 - 11/09/2018
SECURITIES AMERICA, INC. (DENVER CO)
CO
05/17/2016 - 03/15/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (DENVER CO)
CO
03/02/2012 - 05/20/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
CO
07/13/2006 - 02/21/2012
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/06/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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