Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Earle White is an investment advisor representative who has been in the industry since 1987. William has a broad range of experience, working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies. William is currently registered with Corbyn Investment Management Inc., which provides financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
FL
02/06/2013 - Present
Corbyn Investment Management Inc. (Ponte Vedra Beach FL)
NA
04/06/1987 - 10/21/1987
ROBERT W. BAIRD & CO. INCORPORATED
NA
04/06/1987 - 10/01/1987
NML EQUITY SERVICES, INC.
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William White is the right advisor for you? Invested Better is here to help.
