Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Weisshaar is a financial professional registered with Stifel, Nicolaus & Company, Inc. Philip has been in the securities industry since July 2011 and has experience in the financial planning, portfolio management, and investment advisory fields. Philip is registered to provide services to clients in Ohio, Kentucky, and other states. Philip holds Series 7, Series 50, Series 52TO, and Series 63 licenses, as well as the SIE exam.
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.
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.
1
2
OH
05/23/2016 - Present
Stifel, Nicolaus & Company, Inc. (CLEVELAND OH)
CA
11/20/2014 - 03/03/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
VA
04/26/2011 - 11/06/2014
DAVENPORT & COMPANY LLC (RICHMOND VA)
BC
Issued 08/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Philip Weisshaar is the right advisor for you? Invested Better is here to help.
