Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Warren Friedman is a financial advisor at Perella Weinberg Partners LP. Philip has been a registered representative for over 30 years, with experience at firms such as LEVCO Securities, Inc., Morgan Stanley & Co., Incorporated and Drexel Burnham Lambert Incorporated. Philip holds Series 7, Series 24, and Series 63 licenses and is registered with the state of New York.
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.
1
2
NY
07/03/2007 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
02/11/2002 - 11/28/2006
LEVCO SECURITIES, INC. (NEW YORK NY)
NY
10/04/1990 - 02/22/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
10/26/1984 - 03/03/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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