Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carr White is a financial advisor with over 35 years of experience in the industry. William is currently registered with Stifel, Nicolaus & Company, Inc., and holds several licenses and certifications, including Series 6, 7, 26, 31, 63, and 66. William has a strong track record of providing financial advice to individuals, families, and businesses. William has also been a part of several organizations outside of the financial services industry including McGregor Baptist Church, See His Face Ministries, and Market Square Capital LLC. William's commitment to his clients and his expertise in the financial industry make him a valuable resource for anyone looking for financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/13/2021 - Present
Stifel, Nicolaus & Company, Inc. (FORT MYERS FL)
FL
11/18/2011 - 09/22/2021
UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)
FL
10/23/2009 - 11/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
FL
05/27/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
NY
07/13/2000 - 06/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
02/24/1986 - 05/15/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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