Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa White is a registered representative with ADP Broker-Dealer, Inc. Theresa has over 23 years of experience in the financial services industry. She is licensed to sell securities in all 50 states and the District of Columbia. Theresa specializes in providing financial advice to individual investors.
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.
1
2
NJ
03/17/2009 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
MI
07/14/1998 - 11/24/2008
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
NY
12/22/1997 - 07/08/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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