Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Biegelsen is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Philip has been working in the financial services industry since August 26, 1996. Philip has a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31 license. Philip has previously worked with First Union Securities, Inc., First Union Brokerage Services, Inc., Norwest Investment Services, Inc., Sterne, Agee & Leach, Inc., D.E. Frey & Company, Inc., and Dean Witter Reynolds Inc. Fidelity Personal And Workplace Advisors is a financial services firm with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (SUNRISE FL)
MO
10/01/2000 - 03/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/21/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
02/27/1998 - 06/25/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
AL
05/29/1996 - 03/09/1998
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
CO
02/08/1996 - 05/13/1996
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
11/14/1995 - 02/14/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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