Unclaimed
Philip Conway is a financial advisor at Paulson Investment Co. LLC in St. Petersburg, Florida. Philip has been working in the financial services industry since December 29, 2023. Philip holds the Series 7TO and SIE licenses and is registered in 8 states. Philip is dedicated to providing clients with personalized financial advice and guidance.
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
04/08/2024 - Present
Paulson Investment Co. LLC (St. Petersburg FL)
FL
03/23/2023 - 06/30/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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