Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Drummond Winn is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. Philip has over 39 years of experience in the financial services industry. Philip is a registered Investment Advisor Representative and is also licensed in 29 states. Philip holds several industry licenses and qualifications, including the Series 65, 63, 10, 9, 8, 3, and 7 licenses. Philip previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Philip provides a variety of financial services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
05/22/2015 - Present
Raymond James Financial Services Advisors, Inc. (CHELMSFORD MA)
MA
01/01/2008 - 03/26/2015
WELLS FARGO ADVISORS, LLC (CHELMSFORD MA)
MA
08/03/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NA
07/06/1984 - 08/08/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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