Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Meisel is a financial advisor with over 35 years of experience in the industry. Philip is registered with Stifel, Nicolaus & Company, Inc. and has a Series 7, Series 63, and Series 65 licenses. Philip is also a Chartered Financial Analyst. Philip has a strong track record of helping clients achieve their financial goals. Philip specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Philip has a deep understanding of the financial markets and a commitment to providing personalized service to his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
01/12/2006 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
IA
Issued 03/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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