John W. White
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Wesley White, who also goes by Wes White, Wesley White, was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1999. John had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 5, 2014 - December 28, 2015
PLANNING FOR WEALTH, LLC
June 30, 2010 - April 25, 2012
MML INVESTORS SERVICES, LLC
June 20, 2006 - March 8, 2010
MSI FINANCIAL SERVICES, INC.
March 16, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
March 16, 2006 - March 8, 2010
MSI FINANCIAL SERVICES, INC.
July 2, 2004 - January 19, 2005
MSI FINANCIAL SERVICES, INC.
April 1, 2003 - January 19, 2005
METROPOLITAN LIFE INSURANCE COMPANY
April 1, 2003 - January 19, 2005
MSI FINANCIAL SERVICES, INC.
October 13, 2000 - March 25, 2003
BANC ONE SECURITIES CORPORATION
June 8, 1999 - October 10, 2000
REGIONS INVESTMENT COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PLANNING FOR WEALTH, LLC
CRD#: 117109 / SEC#: 801-66239
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 10,522,323 |
Red Flags
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