Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Travis Philip is a financial advisor based in Fort Myers, Florida. Dwight has been in the industry since 1994, working for several firms, including Mutual of Omaha Investor Services, Inc., The O.N. Equity Sales Company, Nationwide Securities, Inc., LPL Financial Corporation, and Lincoln Financial Securities Corporation. Dwight is currently registered with Principal Securities, Inc. and is a Series 6 and Series 26 licensed advisor. Dwight specializes in various areas including investments, insurance, financial planning, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
04/04/2023 - Present
Principal Securities, Inc. (Fort Myers FL)
FL
10/18/2010 - 04/14/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (FT. MYERS FL)
FL
04/11/2007 - 08/04/2010
LPL FINANCIAL CORPORATION (FT. MYERS FL)
FL
08/30/2004 - 04/24/2007
NATIONWIDE SECURITIES, INC. (CAPE CORAL FL)
OH
04/20/2001 - 08/20/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
11/05/1999 - 04/10/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NE
08/03/1994 - 09/24/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 12/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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