Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Tyler Holder is a financial advisor with Moelis & Co. LLC in Houston, Texas. Philip has been in the securities industry since 2013. Philip's licenses and certifications include Series 7, Series 79, Series 24, and Series 63. Philip has previously worked at Guggenheim Securities, LLC and Citigroup Global Markets Inc.
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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TX
08/31/2023 - Present
Moelis & Co. LLC (HOUSTON TX)
NY
06/19/2018 - 01/14/2021
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
10/04/2010 - 07/09/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 11/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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