Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Canzoneri is a financial advisor at Wells Fargo Advisors Financial Network, LLC. He has been in the financial industry since September 7, 1995. Philip is registered with FINRA and the state of New York as a broker-dealer and investment advisor. He is also a registered principal with FINRA. Philip has held previous positions with Wells Fargo Advisors, LLC and Morgan Stanley DW Inc. Philip specializes in providing financial advice to individuals, corporations, and businesses.
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.
1
2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (HICKSVILLE NY)
NY
01/10/2005 - 07/24/2015
WELLS FARGO ADVISORS, LLC (WOODBURY NY)
NY
08/24/1999 - 01/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/08/1995 - 09/01/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Canzoneri is the right advisor for you? Invested Better is here to help.
