Unclaimed
Philip Dwight Geha is a financial advisor at Jonestrading based in Lake Mary, FL. Philip has been in the financial services industry since 2002. Philip is a licensed securities professional with a Series 7, Series 24, Series 55, Series 57TO, and Series 63 license. Philip holds Series 7, 24, 55, 57TO, and 63 licenses, and holds registrations in Arkansas, California, Colorado, Florida, Idaho, Illinois, Massachusetts, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Utah.
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.
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.
1
2
FL
10/28/2002 - Present
Jonestrading (Lake Mary FL)
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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