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Timothy Squier White

Guggenheim Funds Distributors, LLC

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About Timothy Squier White

Timothy Squier White is a financial professional with over 15 years of experience in the industry. Timothy has a strong background in securities and investment advisory services, having worked with firms such as Folger Nolan Fleming Douglas Incorporated, Brecek & Young Advisors, Inc., WM Financial Services, Inc., and Edward Jones. Currently, Timothy is registered with Guggenheim Funds Distributors, LLC, where Timothy assists with the firm's portfolio management for investment companies.

Firm Information

Timothy White is currently registered with Guggenheim Funds Distributors, LLC. Guggenheim Funds Distributors, LLC, is a Limited Liability Company formed on November 9, 1995 and headquartered in Chicago, IL. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands. Their primary client type is Investment Companies, with $5,881,943,581 in assets under management. Guggenheim Funds Distributors, LLC offers portfolio management services for investment companies. Their website is HTTP://WWW.GUGGENHEIMINVESTMENTS.COM.
Guggenheim Funds Distributors, LLC

227 WEST MONROE STREET

CHICAGO, IL 60606

$5.88B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Index licensing fee

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Timothy White’s Registration & Firm History

MD

07/29/2015 - Present

Guggenheim Funds Distributors, LLC (ROCKVILLE MD)

DC

02/10/2009 - 03/23/2010

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)

CA

04/13/2006 - 11/07/2008

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

CA

07/27/2005 - 04/11/2006

WM FINANCIAL SERVICES, INC. (DAVIS CA)

MO

01/13/2004 - 02/02/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Timothy Squier White. Review regulatory record here.
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