Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Kirby Jefferson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Philip has been in the financial industry since October 28, 1994. Philip has been registered with Wells Fargo Clearing Services, LLC since July 27, 2009. Philip is also registered with the state of Texas. Philip has previously worked with SunTrust Investment Services, Inc., NCF Financial Services, Inc., Invest Financial Corporation and Jefferson-Pilot Investor Services, Inc. Philip holds the Series 6, 7, 26 and 63 securities licenses. Philip is also licensed to provide investment advisory services in multiple states.
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
NC
10/21/2016 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
NC
01/03/2005 - 07/21/2009
SUNTRUST INVESTMENT SERVICES, INC. (MORGANTON NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
12/08/1995 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
IN
10/28/1994 - 12/06/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 10/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1994
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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