Unclaimed
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 professional with over 25 years of experience in the financial services industry. William is currently registered with Gradient Securities, LLC. William has held previous roles at ALLSTATE FINANCIAL SERVICES, LLC, IMS SECURITIES, INC., PROEQUITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. William specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, and Portfolio Management for Individuals. William is licensed in several states including Arizona, Connecticut, Florida, Georgia, Louisiana, Ohio, 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/26/2017 - Present
Gradient Securities, LLC (Houston TX)
TX
08/20/2001 - 10/03/2017
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
09/04/1997 - 07/27/2001
IMS SECURITIES, INC. (HOUSTON TX)
AL
10/31/1996 - 03/05/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
05/14/1991 - 11/04/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/14/1991 - 11/04/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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