Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taeshima? Claim Your ProfileTaeshima Renee White is an investment advisor representative and registered principal with Fidelity Personal And Workplace Advisors. Taeshima has been working in the financial services industry since 2006. Taeshima holds FINRA Series 7, 9, 10, 24, 63 and 66 licenses and is registered in Florida and Texas as an investment advisor representative. Taeshima also holds the Securities Industry Essentials (SIE) examination.
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.
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
FL
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
AZ
11/19/2020 - 06/14/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
TX
06/16/2006 - 10/26/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 10/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/26/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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