Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Vincent White has been working in the financial services industry since November 9, 1991. Currently, Timothy is registered as a Registered Representative with LPL Financial LLC in Omaha, Nebraska. Timothy has a Series 7, Series 24, Series 63 and Series 65 license, with the latest exam taken on December 16, 2014. Timothy has been previously employed with Waddell & Reed, Kirkpatrick, Pettis, Smith, Polian Inc. and several other financial institutions.
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.
Consulting and other non-discretionary advisory services
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.
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2
NE
07/21/2021 - Present
LPL Financial LLC (OMAHA NE)
NE
06/26/2009 - 07/21/2021
WADDELL & REED (OMAHA NE)
NE
06/07/2002 - 07/13/2009
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
01/28/1998 - 06/03/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
MN
03/10/1997 - 01/12/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
MN
08/14/1996 - 03/11/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NE
04/08/1993 - 08/06/1996
ACCUTRADE INC. (BELLEVUE NE)
NY
01/09/1991 - 07/01/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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