Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip West is a financial advisor with over 20 years of experience in the industry. Philip is currently registered with FBL Marketing Services, LLC, and has previously been registered with COUNTRY CAPITAL MANAGEMENT COMPANY. Philip holds Series 6, 63, 26 and SIE licenses, and has passed the Uniform Investment Adviser Law Examination. Philip is licensed in 22 states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Dakota, Oregon, Pennsylvania, South Dakota, Texas, Wisconsin, and Wyoming.
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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IA
12/09/2014 - Present
FBL Marketing Services, LLC (WEST DES MOINES IA)
IA
02/08/2002 - 11/05/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (WEST DES MOINES IA)
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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