Whitney J. White
Professional summary
Whitney James White, who also goes by Whitney White, is a registered financial professional currently at CLEARLIST LLC located in New York, New York and CLEARLIST SECURITIES LLC located in New York, New York.
Whitney is registered as a RR (Registered Representative) and started their career in finance in 1998. Whitney has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Whitney James White's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2021 - Present
CLEARLIST LLC
Office #1: 40 Wall Street 38th Floor, New York, NY 10005February 3, 2021 - Present
CLEARLIST SECURITIES LLC
Office #1: 40 Wall Street 38th Floor, New York, NY 10005Office #2: 40 Wall Street 38th Floor, New York, NY 10005January 8, 2015 - April 3, 2017
W.R. HAMBRECHT + CO., LLC
May 20, 2013 - January 9, 2015
CV BROKERAGE, INC
June 1, 2000 - May 6, 2013
W.R. HAMBRECHT + CO., LLC
September 1, 1998 - May 2, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
CLEARLIST SECURITIES LLC
CRD#: 309455 / SEC#: , 8-70540
Contact information
FINRA licenses (48 States and Territories)
Red Flags
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