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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Mayeux is a financial advisor registered with LPL Financial LLC in New Iberia, LA. Philip has been in the financial industry since 1999 and has experience with both broker-dealer and investment advisory services. Philip's experience includes working for Chase Investment Services Corp., BANC One Securities Corporation and Edward Jones. Philip holds FINRA Series 7, 24, 63 and 65 licenses and holds registrations in Louisiana, Mississippi, Pennsylvania, Tennessee, Texas and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
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2
LA
01/05/2012 - Present
LPL Financial LLC (NEW IBERIA LA)
LA
07/06/2005 - 11/24/2009
CHASE INVESTMENT SERVICES CORP. (NEW IBERIA LA)
IL
01/24/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
08/25/1999 - 12/22/1999
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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