Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Jenkins is a financial advisor at Stifel, Nicolaus & Company, Inc. Phillip has been in the financial services industry since 2003. Phillip has a Series 66 and Series 7 license, and is registered in 19 states, including Mississippi, Texas, Alabama, Arizona, Arkansas, California, Delaware, Florida, Georgia, Indiana, Kentucky, Louisiana, North Carolina, Oregon, South Carolina, Tennessee, and Virginia. Phillip also provides financial planning, pension consulting, and educational seminars to clients. Phillip has a previous registration with UBS Financial Services Inc. In addition to Phillip's work at Stifel, Nicolaus & Company, Inc., Phillip also manages a real estate holding company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
01/04/2019 - Present
Stifel, Nicolaus & Company, Inc. (MERIDIAN MS)
MS
05/16/2003 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MERIDIAN MS)
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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