Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael White is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with IP Financial Advisory Services LLC, located in Charlotte, NC. Steven has a long history of serving clients in the Charlotte, NC area. Prior to joining IP Financial Advisory Services LLC, Steven worked for MML INVESTORS SERVICES, LLC and Innovation Partners LLC. Steven is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
01/01/2025 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
MI
09/10/1982 - 03/10/2014
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
NC
02/20/2014 - 02/21/2014
INNOVATION PARTNERS LLC (CHARLOTTE NC)
NA
03/16/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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