Bio
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Topline AI
Douglas White is a seasoned financial professional with 20+ years of experience in insurance planning, retirement planning, and mortgage consulting. He has held various roles at top financial institutions, including Farm Bureau Financial Services, AXA Advisors, and Wells Fargo Home Mortgage. White holds a Bachelor's Degree from Purdue University and certifications from the State of Iowa and Financial Industry Regulatory Authority (FINRA).
Credentials
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Life & Health
State of Iowa -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Agent
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2018 - Present
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Financial Professional
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Aug 2014 - Dec 2017
AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
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Wells Fargo Home Mortgage
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Cedar Rapids, Iowa Area/Scottsdale, AZ
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Mortgage Consultant
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Mar 2006 - Feb 2014
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Cedar Rapids, Iowa Area/Scottsdale, AZ
Helping people attain home ownership.
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Washington Mutual
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Scottsdale, AZ
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Licensed Representative
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Jun 2003 - Mar 2006
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Scottsdale, AZ
Sold fixed annuities and mutual funds.
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Education
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1992 - 1996Purdue University
Suggested Services
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Industry Focus. “Financial Services”
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