Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Ferraro is a financial advisor with over 15 years of experience in the industry. Philip is currently registered with Wells Fargo Advisors Financial Network, LLC in New Jersey and Texas. Philip is a Certified Financial Planner™ professional and has a strong track record of providing financial advice to individuals, families, and businesses. Philip has experience in a variety of areas, including investment management, financial planning, retirement planning, and estate planning. Prior to joining Wells Fargo Advisors, Philip worked with Wells Fargo Clearing Services, LLC, where he gained valuable experience in the financial services industry. Philip is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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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NJ
05/18/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
11/07/2007 - 05/18/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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