Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Segar is a financial advisor with over 4 years of experience in the industry. Currently, Philip is registered with Pacific Select Distributors, LLC, a firm that is headquartered in Omaha, NE. Philip has worked in the past with Wells Fargo Clearing Services, LLC in Newport Beach, CA. Philip is licensed to provide financial advice in Arizona and Louisiana, and he holds the Series 6 and Series 63 securities licenses.
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.
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NE
10/19/2022 - Present
Pacific Select Distributors, LLC (OMAHA NE)
CA
09/27/2017 - 05/27/2021
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
BC
Issued 11/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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