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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Weber is an investment advisor representative with Wells Fargo Clearing Services, LLC, with over 34 years of experience in the financial services industry. Philip has been with Wells Fargo Advisors since 2013. Philip is registered to provide investment advice in 32 states and the District of Columbia. Philip provides investment consulting services to institutional clients, as well as financial planning and pension consulting. Philip holds Series 31, Series 7, Series 8, and Series 63 licenses. Philip has a Series 65 license and has been actively registered as an Investment Advisor Representative in Connecticut since 2013. Philip has been registered as an Investment Advisor Representative in California since 2022. Philip has a long history of providing financial advice to individuals, businesses, and institutions. Philip has a proven track record of success in helping clients reach their financial goals.
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.
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2
MA
06/17/2013 - Present
Wells Fargo Clearing Services, LLC (HYANNIS MA)
MA
08/23/1989 - 05/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
IA
Issued 07/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
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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