Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Winstead is a financial advisor with LPL Enterprise, LLC located in HIGH POINT, NC. Philip has been in the industry since 2007 and has a broad range of experience in the financial services sector. Philip has obtained the Series 6, 7, 63 and 65 licenses to provide investment advice to individuals and businesses. In addition to his current role at LPL Enterprise, LLC, Philip has previously worked with Commonwealth Financial Network, PNC Investments, Fidelity Brokerage Services LLC and Wachovia Securities, LLC. Philip's areas of expertise include financial planning, portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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NC
11/14/2024 - Present
LPL Enterprise, LLC (HIGH POINT NC)
NC
06/28/2019 - 03/18/2024
COMMONWEALTH FINANCIAL NETWORK (Burlington NC)
NC
10/28/2013 - 07/03/2019
PNC INVESTMENTS (GREENSBORO NC)
VA
05/27/2008 - 10/21/2013
FIDELITY BROKERAGE SERVICES LLC (GLEN ALLEN VA)
NC
04/12/2007 - 11/16/2007
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
IA
Issued 10/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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