Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Dexter White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Warren has been in the industry since June 2002 and currently holds registrations in South Carolina and Texas. Warren has passed the Series 7, Series 66, and the Securities Industry Essentials Examination (SIE). Warren's experience includes serving as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Inc., and previously at A. G. Edwards & Sons, Inc. Prior to joining Merrill Lynch, Warren held positions at Bank of America. Warren provides portfolio management services to businesses and individuals and assists with pension consulting. Warren also provides educational seminars. Warren holds registrations with the following states: Alabama, Arizona, Arkansas, California, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Minnesota, Mississippi, Nebraska, New Jersey, New Mexico, New York, Oklahoma, South Carolina, Texas, and Virginia. Warren is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated and is also registered with the following: FINRA, SIPC, and the State of Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
SC
08/10/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HILTON HEAD ISLAND SC)
TX
06/05/2002 - 08/15/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
BOTH
Issued 07/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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