Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Delia is a financial advisor with over 20 years of experience in the financial services industry. Philip is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2018. Prior to that, Philip worked with Wells Fargo Advisors, LLC for over 10 years. Philip is licensed to offer securities products and investment advice in multiple states. He is a licensed representative of both Wells Fargo Advisors and Wells Fargo Clearing Services. Philip holds the Series 6, 7, 63 and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. He is also a registered Investment Advisor Representative in Delaware. Philip's experience and qualifications make him a valuable resource for individuals and families seeking financial advice.
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
DE
09/04/2018 - Present
Wells Fargo Clearing Services, LLC (MIDDLETOWN DE)
PA
12/18/2001 - 04/20/2011
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
BOTH
Issued 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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