Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Sepelak is a financial professional with over a decade of experience in the industry. Philip is currently registered with Wells Fargo Securities, LLC and holds the Series 99 and SIE licenses. Previously, Philip was employed by J.P. Morgan Securities LLC where he was registered with both the Broker-Dealer and Investment Advisor. Philip is dedicated to providing clients with personalized financial solutions.
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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NY
06/24/2021 - Present
Wells Fargo Securities, LLC (New York NY)
NY
06/18/2012 - 06/09/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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