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 Registered Investment Advisor associated with Edelman Financial Engines. Phillip is a seasoned professional with experience in the financial services industry dating back to 1986. Phillip is licensed in Texas and offers a range of services including financial planning, pension consulting, and portfolio management for both businesses and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
TX
11/30/2016 - Present
Edelman Financial Engines (AUSTIN TX)
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 1/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/4/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/17/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 5/16/1987
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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