Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Murdaugh White is a financial advisor with Fidelity Personal And Workplace Advisors. Victor has been a registered representative for over 20 years and has held Series 7, 9, 10, 63, and 66 licenses. Victor has experience working with individual clients, high-net-worth individuals, corporations, and charitable organizations. Victor is also a songwriter and musician. Victor is registered to provide investment advice in 53 states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/18/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TN
10/26/2000 - 06/05/2015
CHARLES SCHWAB & CO., INC. (NASHVILLE TN)
GA
11/17/1999 - 10/12/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 11/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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