Invested Better
Unclaimed

Unclaimed

Unclaimed

Tony Stewart White

Wilson-Davis & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tony? Claim Your Profile

About Tony Stewart White

Tony Stewart White is a financial advisor with Wilson-Davis & CO., Inc., a firm that provides financial services in Colorado and Utah. Tony has been in the financial services industry since 1994 and has experience with a variety of firms. Tony is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 7, Series 24, Series 55, Series 57TO, and Series 63. Tony is also registered in the states of Arizona, California, and Utah.

Firm Information

Tony White is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tony White’s Registration & Firm History

CO

01/14/2011 - Present

Wilson-Davis & CO., Inc. (CENTENNIAL CO)

UT

08/26/2003 - 12/17/2004

WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)

UT

04/26/1988 - 09/21/2001

WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)

NA

02/15/1988 - 04/27/1988

SHEARSON LEHMAN HUTTON INC.

NA

04/04/1988 - 04/26/1988

WILSON-DAVIS & CO., INC.

NA

01/28/1988 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

07/23/1986 - 10/02/1987

PAINEWEBBER INCORPORATED

Not sure if Tony Stewart White is right for you?

Licenses & Designations

BC

Issued 02/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tony Stewart White.
Not sure if Tony Stewart White is right for you?