Joanne White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1994 → 06/2019
  First Investors Corporation
  Glen Allen, VA
• 01/1986 → Present
  Rental Property
  Old Greenwich, CT
• 11/1994 → 06/2019
  First Investors Corp
  Glen Allen, VA
• 01/2010 → Present
  Westwood Property Owners Association
  Nellysford, VA
• 01/2010 → Present
  Nelson Rotary
  Lovingston, VA
• 05/2016 → 06/2019
  Foresters Advisory Services
  Glen Allen, VA
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Glen Allen, VA
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2016-06-28 → 2019-06-25
  Foresters Advisory Services, Llc
  Glen Allen, VA

Other Businesses

1) NOTARY 2) NELSON ROTARY. CLUB SECRETARY 2 HRS/WK 3)HOME OWNERS ASSN. SECRETARY 0-5 HRS/WK 4) RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2016-05-19
• S63 Uniform Securities Agent State Law Examination
  1994-11-07