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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philipp? Claim Your ProfilePhilipp Wagener is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Philipp has been in the industry since 2004 and has a wide range of experience in financial services. Philipp holds the Series 6, 7, 63, and 66 securities licenses and is registered to provide investment advice in 31 states, including Minnesota, Texas, and Florida. Philipp is committed to providing personalized financial planning and investment advice to individuals and families.
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.
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.
Investment consulting services to institutional clients
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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MN
08/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
02/06/2023 - 08/01/2024
WELLS FARGO CLEARING SERVICES, LLC (WAYZATA MN)
MN
12/22/2015 - 03/12/2021
WELLS FARGO CLEARING SERVICES, LLC (PLYMOUTH MN)
MI
05/08/2008 - 10/23/2008
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
MI
08/26/2004 - 03/05/2008
THE HUNTINGTON INVESTMENT COMPANY (ALLENDALE MI)
OH
03/09/2004 - 05/28/2004
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 01/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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