Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Weinstein is a financial advisor who has been in the industry for over 30 years. Phillip has a long history of experience with several firms, including Fidelity, Charles Schwab & Co., Inc., CUSO Financial Services, L.P. and Wells Fargo Investments, LLC. He is currently registered as a registered representative of Farther. Phillip provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management for individuals. Phillip holds a Series 7, 8, 63 and 66 licenses. Phillip also has a background in real estate and manages several investment properties.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/21/2025 - Present
Farther (SAN FRANCISCO CA)
TX
12/17/2008 - 07/10/2009
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
02/14/2008 - 12/08/2008
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
TX
11/13/2001 - 01/25/2008
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
09/07/1989 - 11/14/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
02/06/1989 - 09/16/1989
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
NA
05/20/1988 - 01/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/06/1987 - 06/02/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
11/12/1986 - 12/16/1986
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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