Michelle White (CRD# 6834096) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vail, AZ and has over 6 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Phoenix, AZ | Dec 2020 - Current | 3 |
| Lpl Financial LLC | Columbus, MS | May 2019 - Dec 2020 | 1 |
| Homemaker | Columbus, MS | Sep 2018 - May 2019 | < 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2017 - Aug 2018 | 1 |
| Hilton Worldwide | Phoenix, AZ | Jul 2015 - Jun 2017 | 1 |
| Arizona State University | Tempe, AZ | Aug 2014 - May 2017 | 2 |
| Lucky Brand Jeans | Chandler, AZ | May 2015 - Jul 2015 | < 1 |
| Charleston's Restuarant | Chandler, AZ | Nov 2014 - May 2015 | < 1 |
| Memorial Union After Dark | Tempe, AZ | Aug 2014 - Dec 2014 | < 1 |
| Charleston's Restuarant | Phoenix, AZ | Jun 2012 - Aug 2014 | 2 |
| Desert Vista High School | Phoenix, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- NC
- SC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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