Unclaimed
Philip Jenkins is a financial advisor with Wells Fargo Securities, LLC. Philip has been in the financial services industry since December 12, 2017. Philip is registered with FINRA and has passed the Series 7, Series 63, Series 66, and Series 79TO exams. Philip is licensed to conduct business in Texas. Philip was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
TX
11/06/2021 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
TX
08/24/2015 - 07/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 12/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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