Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Naas is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since 1972. Philip is registered with both the state of Missouri and Texas and specializes in helping clients with investment management, financial planning, and portfolio management. Philip has a wide range of experience, having worked with various firms over the years including UBS Financial Services Inc. and Prudential Securities Incorporated. Philip is committed to providing clients with personalized financial advice and strategies to help them 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.
1
2
MO
09/29/2006 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
03/17/2000 - 09/26/2006
UBS FINANCIAL SERVICES INC. (TOWN & COUNTRY MO)
NY
02/20/1981 - 03/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
02/24/1978 - 03/06/1981
DEAN WITTER REYNOLDS INC.
NA
09/24/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
09/21/1972 - 10/31/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 07/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/18/1972
Series 000 - General Securities Principal Examination
BC
Issued 09/18/1972
Series 1 - Registered 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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