Unclaimed
Vern emlin Mendoza White is a financial advisor with Charles Schwab & CO., Inc. working in the Virginia Beach office. Vern has worked in the financial industry for over 3 months and is registered with the state of Virginia. Vern holds the Series 63, Series 10, Series 9, Series 7TO and SIE licenses. Vern's background is in providing financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
04/10/2023 - Present
Charles Schwab & CO., Inc. (Virginia Beach VA)
BC
Issued 05/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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