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 Wilson is a financial advisor with Metropolitan Capital Investment Banc, Inc. located in Chicago, Illinois. Phillip is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 79TO, and SIE licenses. Phillip also holds Series 63 licenses. Phillip has been in the industry since December 17, 2009 and has been registered in California, Illinois, and New York.
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
IL
12/17/2009 - Present
Metropolitan Capital Investment Banc, Inc. (CHICAGO IL)
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Wilson is the right advisor for you? Invested Better is here to help.
