Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rafford White is a registered representative with Moloney Securities Asset Management LLC. William has been in the industry since 1993. William is also registered with the following firms: Wasserman & Associates, Inc., Community Financial Centers, Inc., FFP Securities, Inc., and Financial Information Centers Brokerage, Inc.. William holds the following licenses: Series 65, Series 63, Series 27, Series 24, Series 99TO, SIE, and Series 7. William is registered in the following states: California, Florida, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Ohio, Virginia, and Washington.
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
MO
03/30/2016 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
FL
11/11/2004 - 12/31/2009
WASSERMAN & ASSOCIATES, INC. (ENGLEWOOD FL)
FL
02/20/1996 - 12/31/2004
COMMUNITY FINANCIAL CENTERS, INC. (VENICE FL)
MO
12/13/1994 - 02/27/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
08/03/1993 - 12/31/1994
FINANCIAL INFORMATION CENTERS BROKERAGE, INC.
IA
Issued 09/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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