Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney McLaughlin is an investment advisor representative who has been working in the financial services industry for over 10 years. Whitney currently is registered with Osaic Wealth, Inc. and is a general securities principal. Whitney has previously worked with Concourse Financial Group Securities, Inc., Private Client Services, LLC, BBVA Securities Inc., Cetera Investment Services LLC, ProEquities, Inc., Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc. Whitney has a Series 66, Series 24, Series 7, and SIE license. Whitney is registered in Alabama and New Jersey. Whitney is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
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.
1
2
AL
07/11/2022 - Present
Osaic Wealth, Inc. (MOODY AL)
AL
10/22/2021 - 07/08/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
04/05/2021 - 10/18/2021
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
03/12/2020 - 03/30/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
10/01/2018 - 03/03/2020
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
03/08/2007 - 08/31/2007
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
11/06/2006 - 01/23/2007
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
08/26/2002 - 11/17/2006
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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