Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Prescott Stricklin is a financial advisor with over 20 years of experience in the industry. Whitney is a Certified Financial Planner™ professional and has a wide range of experience in investment advice, financial planning, and portfolio management for individuals, businesses, and retirement plans. Whitney is currently registered with Money Concepts Capital Corp. and is licensed in several states across the US. Whitney has a strong track record of success in 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.
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.
General consulting services
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.
Solicitor fee
1
2
WV
02/05/2015 - Present
Money Concepts Capital Corp. (Scott Depot WV)
WV
08/10/2009 - 02/02/2015
MML INVESTORS SERVICES, LLC (HURRICANE WV)
WV
10/05/2001 - 09/04/2009
METLIFE SECURITIES INC. (SCOTT DEPOT WV)
WV
10/05/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SCOTT DEPOT WV)
IA
Issued 03/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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