Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sumaree? Claim Your ProfileSumaree White is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is also a registered investment advisor representative in Georgia and Texas. Sumaree has been in the industry since May 2008. Her prior experience includes time at Wells Fargo Clearing Services, LLC., Rockefeller Financial LLC., and UBS Financial Services Inc. Sumaree holds Series 6, 7, 63 and 66 licenses and has a total of 53 state registrations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/22/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
12/23/2020 - 02/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
03/18/2019 - 06/11/2020
ROCKEFELLER FINANCIAL LLC (ATLANTA GA)
GA
08/24/2015 - 01/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
08/06/2013 - 03/11/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
01/10/2002 - 02/20/2008
BANC OF AMERICA SECURITIES LLC (ATLANTA GA)
NJ
07/16/1999 - 11/14/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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