Unclaimed
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.
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
PA
02/09/2024 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
07/07/2014 - 03/31/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
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
Active
Inactive
F
FINRA
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