Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Turner White iv is a financial advisor in Chicago, Illinois. William is registered with Assetmark, Inc. and has been in the financial services industry since 2021. William holds the following licenses: Series 63, Series 65, Series 6TO, SIE. Assetmark, Inc. provides advisory services to individuals, investment companies, and pension plans. The firm has approximately $1 billion - $10 billion in assets under management.
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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/23/2022 - Present
Assetmark, Inc. (Chicago IL)
BC
Issued 12/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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