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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phil? Claim Your ProfilePhil Weber is a financial advisor with Fifth Third Securities, Inc. in Falmouth, KY. Phil Weber has been in the securities industry since November 12, 2011. Phil Weber has a Series 6, Series 7, Series 63, and Series 65 licenses, and is a Certified Financial Planner. Phil Weber also holds the SIE. Phil Weber has experience with Fidelity Brokerage Services LLC, Morgan Stanley, and Pruco Securities, LLC. Phil Weber works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Phil Weber's firm, Fifth Third Securities, Inc., has approximately $1 billion - $10 billion in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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KY
10/13/2020 - Present
Fifth Third Securities, Inc. (FALMOUTH KY)
KY
07/02/2015 - 04/10/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
08/29/2013 - 06/15/2015
MORGAN STANLEY (CINCINNATI OH)
OH
09/30/2011 - 07/31/2013
PRUCO SECURITIES, LLC. (CINCINNATI OH)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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