Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Eugene Wetzel,jr. is a financial advisor in Fort Worth, TX. Philip has been in the financial industry since March 5, 2000. Philip is registered with Strategic Financial Concepts, LLC and is licensed to provide financial advice in Arkansas, Colorado, New Hampshire, North Carolina, South Carolina, Texas. Philip specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Philip also provides general consulting and business planning services.
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.
General consulting and business planning 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
02/05/2019 - Present
Strategic Financial Concepts, LLC (Fort Worth TX)
NJ
08/14/2000 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/06/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 04/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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