Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip McKnight is a financial professional with over 17 years of experience in the industry. Philip currently works at Eastdil Secured Advisors LLC. Previously, Philip worked at Wells Fargo Securities, LLC and Banc of America Securities LLC. Philip is registered with the state of California and holds the Series 7, Series 63, Series 79TO, Series 99TO and SIE exams. Philip is also a Registered Representative with FINRA.
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.
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2
CA
10/01/2019 - Present
Eastdil Secured Advisors LLC (Santa Monica CA)
CA
07/01/2009 - 10/01/2019
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
CA
03/06/2007 - 07/01/2009
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
NC
10/06/2005 - 10/12/2006
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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