Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Joseph Scenna is a registered representative with Wells Fargo Clearing Services, LLC. Philip has been in the securities industry since October 24, 1989. Philip holds Series 7, Series 63, and Series 65 licenses, and has a total of 26 active state registrations. In addition to Wells Fargo Clearing Services, LLC, Philip has previous experience with Prudential Securities Incorporated. Philip has a broad range of experience, including portfolio management for both individuals and businesses, and investment consulting services. Philip has a strong track record of providing investment advice to a wide range of clients, including individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Philip has also been active in the real estate industry, and has been involved in commercial rental property ownership.
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
WV
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (WHEELING WV)
NY
10/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities 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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