Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Herbert White is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the industry since 2013 and has worked for several other firms including UBS Financial Services Inc. and Van Eck Securities Corporation. William holds Series 6, 7, 63 and 66 licenses. William is registered with the state of Florida and Texas.
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
07/17/2019 - 09/22/2021
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
02/02/2015 - 06/05/2019
VAN ECK SECURITIES CORPORATION (TAMPA FL)
FL
08/05/2013 - 12/01/2014
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2013
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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