Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter White is a financial advisor with Allstate Financial Services, LLC in Danville, CA. William has been in the financial services industry since February 23, 2000. William is registered with the state of California and holds the Series 6, Series 26, Series 63, and SIE licenses. William was previously employed with FARMERS FINANCIAL SOLUTIONS, LLC and INVESTORS BROKERAGE SERVICES, INC.
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.
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.
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2
CA
02/23/2007 - Present
Allstate Financial Services, LLC (DANVILLE CA)
CA
09/06/2000 - 12/31/2006
FARMERS FINANCIAL SOLUTIONS, LLC (PLEASANT HILL CA)
IL
01/02/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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