Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Alexander is a financial advisor with over 12 years of experience in the financial industry. Phillip is registered with Wells Fargo Advisors Financial Network, LLC and has worked for several other firms during their career including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., PNC Investments and Morgan Stanley Smith Barney. Phillip is registered in 37 states and has a Series 7, Series 66, and SIE license. Phillip provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
FL
06/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
OH
05/26/2017 - 06/08/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
10/01/2012 - 06/06/2017
J.P. MORGAN SECURITIES LLC (DUBLIN OH)
OH
01/27/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DUBLIN OH)
OH
07/06/2011 - 12/21/2011
PNC INVESTMENTS (CLEVELAND OH)
OH
04/02/2010 - 06/17/2011
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Alexander is the right advisor for you? Invested Better is here to help.
