Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrel? Claim Your ProfileTerrel Levar White is a financial advisor with Alight Financial Solutions, LLC, based in Charlotte, North Carolina. Terrel has over 10 years of experience in the financial services industry and holds Series 6, 7, 63, and SIE licenses. Terrel has been registered with the state of North Carolina since 2022. Previously, Terrel worked at LPL Financial LLC and J.P. Morgan Securities LLC.
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
NC
05/03/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
OH
08/25/2021 - 04/27/2022
LPL FINANCIAL LLC (OBERLIN OH)
OH
04/19/2013 - 05/25/2021
J.P. MORGAN SECURITIES LLC (ROCKY RIVER OH)
OH
03/11/2010 - 06/15/2012
FIRST INVESTORS CORPORATION (INDEPENDENCE OH)
BC
Issued 12/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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