Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Fonseca is a financial advisor at Edward Jones. Philip has been in the industry since 2012. Philip holds Series 7, 9, 10, 24, 52, 63 and 66 licenses. Philip has been registered with Edward Jones since 2017. Prior to that, Philip was registered with ScotTrade, Inc. and Century Securities Associates, Inc. Philip has a strong focus on retirement planning, college savings, and estate planning. Philip also has a strong understanding of the needs of businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/31/2017 - Present
Edward Jones (ST. LOUIS MO)
MO
01/05/2015 - 01/17/2017
SCOTTRADE, INC. (ST. LOUIS MO)
MO
08/28/2013 - 12/31/2014
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
08/28/2013 - 12/31/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
08/06/2012 - 08/13/2013
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Philip Fonseca is the right advisor for you? Invested Better is here to help.
