Unclaimed
Westley Thomas White is a financial advisor registered in California. Westley holds a Series 7 and Series 63 license and is affiliated with Citizens JMP Securities, LLC. Westley has been in the financial services industry since 2009 and previously worked at Citizens Capital Markets, MUFG Securities Americas Inc., and Wells Fargo Securities, LLC.
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.
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.
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2
CA
08/01/2023 - Present
Citizens JMP Securities, LLC (LOS ANGELES CA)
CA
09/06/2022 - 08/01/2023
CITIZENS CAPITAL MARKETS (LOS ANGELES CA)
NY
10/16/2020 - 07/22/2022
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
CA
07/21/2009 - 11/01/2018
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 03/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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