Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Stevens is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Philip has been in the financial services industry since 1984 and has worked with a number of firms throughout their career. Philip is registered to provide investment advice in many states, including Oklahoma and Texas. They have a wide range of experience and expertise, offering investment consulting services to institutional clients, financial planning, and pension consulting.
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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2
TX
11/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
OK
06/01/2009 - 11/09/2011
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
11/03/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
NY
09/21/1995 - 11/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
06/13/1990 - 09/11/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
03/15/1984 - 06/12/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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