Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip James Tesoro is a financial advisor with Jonestrading. Phillip has been in the financial industry since October 25, 1992. Phillip is licensed in California and holds Series 7, 24, 55, 57TO, 63, 79TO, 99TO and SIE licenses.
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.
1
2
CA
10/26/1992 - Present
Jonestrading (Thousand Oaks CA)
BC
Issued 03/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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