Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Jason Ling is a financial advisor who has been in the industry since 2012. Philip is currently registered with Stonex Financial Inc. Philip holds the Series 7, Series 24, Series 27, SIE and Series 99TO licenses. Philip is also registered in Florida. Philip previously worked at INTL CUSTODY & CLEARING SOLUTIONS INC., STERNE, AGEE & LEACH, INC., FIRST AMERICAN CAPITAL AND TRADING CORPORATION, INVESTORS ST., and CROWN FINANCIAL ASSOCIATES, INC.
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.
1
2
FL
02/06/2014 - Present
Stonex Financial Inc. (BOCA RATON FL)
FL
10/04/2016 - 07/05/2018
INTL CUSTODY & CLEARING SOLUTIONS INC. (Boca Raton FL 33431 FL)
FL
10/04/2016 - 07/11/2017
STERNE, AGEE & LEACH, INC. (BOCA RATON FL)
FL
11/22/2013 - 05/30/2014
FIRST AMERICAN CAPITAL AND TRADING CORPORATION (BOCA RATON FL)
FL
05/28/1997 - 01/27/1998
INVESTORS ST. (MIAMI FL)
NA
11/21/1996 - 05/23/1997
CROWN FINANCIAL ASSOCIATES, INC.
BC
Issued 08/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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