Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Daniel Saenz is a Registered Representative with National Financial Services LLC. Phillip has been in the securities industry since April 25, 2023. Phillip holds the Series 7TO, SIE and Series 63 licenses and is a member of FINRA.
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.
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TX
11/15/2023 - Present
National Financial Services LLC (WESTLAKE TX)
TX
01/31/2023 - 08/21/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 02/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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