Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Wilson is a financial advisor at Edelman Financial Engines. Philip has been a registered representative and investment advisor for over 30 years. Philip is registered to provide investment advisory services in Colorado and Texas. Philip has passed the Series 63, Series 66, Series 7, Series 8, and SIE exams. Philip has worked for several financial firms in the past, including Mutual Securities, Inc., LPL Financial LLC, Morgan Stanley Smith Barney, Charles Schwab & Co., Inc., SunAmerica Securities, Inc., Royal Alliance Associates, Inc., and U.S. Securities Clearing Corp. Philip holds the Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CO
01/08/2020 - Present
Edelman Financial Engines (ENGLEWOOD, CO CO)
CO
08/18/2014 - 02/27/2017
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
05/12/2014 - 08/19/2014
LPL FINANCIAL LLC (DENVER CO)
CO
07/30/2012 - 04/28/2014
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
02/01/2011 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (ENGLEWOOD CO)
CO
01/15/1993 - 08/31/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
AZ
08/19/1992 - 01/06/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
01/20/1992 - 08/24/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
07/05/1991 - 01/01/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Philip Wilson is the right advisor for you? Invested Better is here to help.
