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Phillip Alan Wenger

SEI Investments Distribution Co.

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About Phillip Alan Wenger

Phillip Alan Wenger is a financial professional registered in Pennsylvania and is currently associated with SEI Investments Distribution Co.. Phillip has been in the securities industry since May 15, 2016. Phillip has passed the SIE, Series 7, and Series 63 exams. Phillip's previous employer was VANGUARD MARKETING CORPORATION.

Firm Information

Phillip Wenger is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Phillip Wenger’s Registration & Firm History

PA

02/09/2024 - Present

SEI Investments Distribution Co. (OAKS PA)

PA

07/07/2014 - 03/31/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Alan Wenger.
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