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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert White is a financial advisor who has been working in the securities industry since 1987. Currently, William is a registered representative with Morgan Stanley. William is licensed in 15 states and has worked at a number of firms, including Chase Investment Services Corp., Chemical Investment Services Corp., Liberty Securities Corporation and Citigroup. William has a number of professional designations and has passed several industry exams, including the Series 7, Series 24, Series 31, Series 53 and Series 66. William also has experience in real estate and music.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/22/2021 - Present
Morgan Stanley (Hauppauge NY)
NY
09/18/1996 - 09/28/2010
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
07/02/1994 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/01/1992 - 06/14/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
01/30/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NY
08/18/1989 - 01/22/1990
BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)
NY
03/07/1989 - 09/01/1989
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
09/22/1987 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/06/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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