Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Postlewaite is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices in Owatonna and Lakeville, Minnesota. Philip has over 30 years of experience in the financial services industry and is a Certified Financial Planner. He is registered to provide investment advice and sell securities in several states, including California, Minnesota and Texas. Philip has experience in a variety of investment services, including portfolio management, financial planning and selection of other advisors. He is committed to helping clients achieve 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
MN
08/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (OWATONNA MN)
MN
01/03/2011 - 08/19/2022
WELLS FARGO CLEARING SERVICES, LLC (FARIBAULT MN)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OWATONNA MN)
MN
12/15/2000 - 08/13/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
03/14/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
07/08/1993 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/1998
Series 4 - Registered Options Principal Examination
BC
Issued 03/27/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Postlewaite is the right advisor for you? Invested Better is here to help.
