Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Williams is a financial advisor with over 12 years of experience in the financial services industry. Whitney is currently registered with Schwab Wealth Advisory, Inc. in Arizona and Texas and has previously worked for Vanguard Marketing Corporation and USAA Financial Advisors, Inc. Whitney holds the Series 7, Series 66 and SIE licenses. Whitney is also a Certified Financial Planner (CFP).
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
07/18/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
08/22/2017 - 06/09/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
07/01/2013 - 07/26/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/14/2011 - 06/17/2013
MOORS & CABOT, INC. (PHOENIX AZ)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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