Unclaimed
Whitney King is a financial professional with over 15 years of experience in the financial services industry. Whitney is currently registered with PNC Investments in ST CHARLES, IL. Whitney has previously worked at a number of financial institutions including Merrill Lynch, J.P. Morgan Securities, MML Investors Services and Northwestern Mutual Investment Services. Whitney is a Series 6, 7TO, 63 and 66 licensed professional. Whitney specializes in providing financial advice to individuals and businesses. Whitney is committed to helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/08/2024 - Present
PNC Investments (ST CHARLES IL)
IL
06/14/2019 - 05/07/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)
IL
08/30/2016 - 06/11/2019
J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)
IL
05/04/2015 - 08/24/2016
MML INVESTORS SERVICES, LLC (NAPERVILLE IL)
IL
01/16/2014 - 04/29/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Naperville IL)
VA
07/30/2007 - 11/01/2013
WOODMEN FINANCIAL SERVICES, INC. (WYTHEVILLE VA)
BOTH
Issued 10/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Whitney King is the right advisor for you? Invested Better is here to help.