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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Robert Meltzer is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Philip is a registered representative in New Jersey, New York, and Texas. Philip has been a registered representative since 2005. Previously, Philip was affiliated with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Philip has experience in providing investment advice to individuals, corporations, and charitable organizations. Philip is also a Certified Financial Planner. Philip is dedicated to helping clients achieve their financial goals. Philip is a Registered Investment Advisor and is required to act in the best interest of their clients.
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.
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2
NY
05/09/2013 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSTON NY)
NY
06/01/2009 - 03/19/2013
MORGAN STANLEY (KINGSTON NY)
NY
04/15/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KINGSTON NY)
MA
01/02/2000 - 08/06/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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