Terrel L. White
Professional summary
Terrel Levar White, who also goes by Terrel L White, Terrel Levar White, Terrel White, is a registered financial professional currently at ALIGHT FINANCIAL SOLUTIONS, LLC located in Charlotte, North Carolina.
Terrel is registered as a RR (Registered Representative) and started their career in finance in 2010. Terrel has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terrel Levar White's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 3, 2022 - Present
ALIGHT FINANCIAL SOLUTIONS, LLC
Office #1: 9335 Harris Corners Parkway Ste 150, Charlotte, NC 28269August 25, 2021 - April 27, 2022
LPL FINANCIAL LLC
April 19, 2013 - May 25, 2021
J.P. MORGAN SECURITIES LLC
March 11, 2010 - June 15, 2012
FORESTERS FINANCIAL SERVICES, 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
(6/8/2023)
(6/15/2023)
(6/20/2023)
(6/8/2023)
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(6/12/2023)
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(6/14/2023)
(6/16/2023)
(6/9/2023)
(6/12/2023)
(6/27/2023)
(6/8/2023)
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(6/8/2023)
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(6/12/2023)
(6/8/2023)
(6/8/2023)
(6/9/2023)
(6/12/2023)
(6/9/2023)
(6/14/2023)
(6/8/2023)
(6/14/2023)
(6/8/2023)
(6/14/2023)
(6/12/2023)
(6/8/2023)
(6/9/2023)
(6/8/2023)
(5/4/2022)
(6/12/2023)
(5/3/2022)
(6/12/2023)
(6/8/2023)
(6/9/2023)
(6/21/2023)
(6/16/2023)
(6/8/2023)
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(6/8/2023)
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(6/8/2023)
(6/8/2023)
(6/12/2023)
(6/13/2023)
(6/16/2023)
Exams
Series 7TO
Date: 2/15/2023
General Securities Representative ExaminationFINRA
Current Firm
ALIGHT FINANCIAL SOLUTIONS, LLC
CRD#: 36509 / SEC#: , 8-47344
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
| Arbitration | 2 |
Red Flags
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