Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Tibor Shepherd is a financial advisor with over 25 years of experience in the financial industry. Philip is registered with LPL Financial LLC and has a wide range of experience, including working for Edward Jones, Wells Fargo Investments, LLC, and Waddell & Reed. Philip has a Series 7, Series 63, and Series 66 licenses and is licensed to provide investment advice in several states. Philip specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions. Philip is committed to helping clients achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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
NE
07/21/2021 - Present
LPL Financial LLC (OMAHA NE)
NE
07/30/2009 - 07/21/2021
WADDELL & REED (OMAHA NE)
NE
06/30/2006 - 08/10/2009
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
NE
05/21/2003 - 07/06/2006
EDWARD JONES (OMAHA NE)
FL
05/09/2003 - 05/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
08/12/1997 - 05/12/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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