Unclaimed
Philip Mcclure Stanchfield is a registered representative at RBC Capital Markets, LLC. Philip has over 24 years of experience in the financial industry. Philip holds a Series 7, Series 55, Series 63, SIE, and Series 57TO licenses. Philip has been with RBC Capital Markets, LLC since February 22, 1999 and previously worked at RBC CAPITAL MARKETS CORPORATION from February 11, 2004 until February 29, 2008. Philip has experience working with individuals, businesses, corporations, government entities, and other clients including pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. Philip is registered in Minnesota and New York. Philip is currently affiliated with the Minneapolis, MN branch office of RBC Capital Markets, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
02/22/1999 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
NY
02/11/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
ID
06/23/1997 - 02/05/1998
TRINITY EQUITY TRADING, INC. (SANDPOINT ID)
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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