Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philippe? Claim Your ProfilePhilippe William Lathrop is a financial advisor with over 20 years of experience in the industry. Philippe has a strong track record of working with clients to meet their financial goals. He has Series 7, 63 and 65 licenses. Currently, Philippe is registered with Wells Fargo Advisors Financial Network, LLC, and is located in Homewood, Alabama. Philippe has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Prior to his current role, Philippe was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc., both also in Birmingham, Alabama. Philippe is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
AL
06/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HOMEWOOD AL)
AL
08/10/2007 - 06/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
12/07/1999 - 08/16/2007
A. G. EDWARDS & SONS, INC. (BIRMINGHAM AL)
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philippe Lathrop is the right advisor for you? Invested Better is here to help.
