Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Burton is a financial advisor with over 8 years of experience in the financial services industry. Whitney is currently registered with Wells Fargo Advisors Financial Network, LLC in Clemson, South Carolina. Whitney has held previous roles with several other firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., and LPL Financial LLC. Whitney has a Series 7 and Series 66 license, and is registered in 31 states and 2 jurisdictions to provide investment advice. In addition to providing investment advice, Whitney also acts as a notary public.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CLEMSON SC)
SC
09/29/2020 - 07/06/2023
WELLS FARGO CLEARING SERVICES, LLC (SENECA SC)
SC
06/06/2018 - 09/30/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEMSON SC)
SC
04/21/2017 - 05/23/2018
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
SC
12/07/2016 - 04/27/2017
LPL FINANCIAL LLC (GREENVILLE SC)
SC
10/20/2015 - 11/23/2016
WELLS FARGO ADVISORS, LLC (GREENVILLE SC)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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