Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hugo Fessler is a financial advisor with over 29 years of experience in the industry. Philip is currently registered with Aire Advisors, LLC. Philip's experience includes providing financial advice to both high-net-worth individuals and individuals other than high-net-worth. Philip provides portfolio management for businesses, individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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CA
10/21/2021 - Present
Aire Advisors, LLC (BEVERLY HILLS CA)
CA
08/31/2012 - 06/04/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA MONICA CA)
CA
01/03/2007 - 09/21/2012
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
11/07/1997 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
11/22/1995 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NA
02/01/1993 - 05/01/1995
WILLIAM LAWRENCE SECURITIES, INC.
NA
04/02/1993 - 11/23/1993
ANNANDALE SECURITIES, INC.
IA
Issued 08/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/15/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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