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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Leon White is a financial advisor at Raymond James & Associates, Inc. Theodore has been in the financial industry since January 6, 1992. Theodore is registered with the state of Florida and Idaho. Raymond James & Associates, Inc. has offices in The Villages, Florida and Driggs, Idaho. Theodore Leon White is a registered representative of Raymond James & Associates, Inc. and a registered investment advisor representative of Raymond James Financial Services Advisors, Inc. The Villages, Florida is a community with a large number of retirees. Theodore is well-versed in helping individuals in retirement plan with their finances and investment decisions. He is also very experienced in working with high-net-worth individuals and families.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
02/05/2020 - Present
Raymond James & Associates, Inc. (THE VILLAGES FL)
FL
05/31/2007 - 10/09/2019
WELLS FARGO CLEARING SERVICES, LLC (THE VILLAGES FL)
FL
10/21/1994 - 05/31/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
MO
12/17/1993 - 10/21/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
10/09/1992 - 12/15/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
01/06/1992 - 10/13/1992
JMC FINANCIAL CORPORATION (BOSTON MA)
IA
Issued 01/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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