Unclaimed
Philip Paul Schouweiler is a financial professional with over 30 years of experience in the industry. Philip is currently registered with Nylife Securities LLC and is licensed in 13 states. Philip has previously held positions at PROEQUITIES, INC., GENEOS WEALTH MANAGEMENT, INC., NEW ENGLAND SECURITIES, and N.I.S. FINANCIAL SERVICES, INC. Philip holds Series 6 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
MN
10/16/2012 - Present
Nylife Securities LLC (ROCHESTER MN)
MN
11/11/2011 - 10/03/2012
PROEQUITIES, INC. (ROCHESTER MN)
MN
05/18/2011 - 11/14/2011
GENEOS WEALTH MANAGEMENT, INC. (ROCHESTER MN)
MN
01/11/2011 - 05/10/2011
NEW ENGLAND SECURITIES (ROCHESTER MN)
MO
03/14/1985 - 09/11/2009
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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