Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Askot is a financial advisor registered with Western International Securities, Inc. in Wauwatosa, WI. Phillip has 43 years of experience in the securities industry. Phillip has passed Series 7, Series 63, Series 66 and SIE exams. Phillip is registered to provide securities-related services in California, Maryland, Minnesota, New York, Texas, and Wisconsin. Phillip has a background in fixed insurance, as well as securities and financial planning. Phillip specializes in portfolio management for individuals and businesses. Phillip also offers financial planning, pension consulting, and educational seminars.
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.
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2
WI
01/01/2025 - Present
Western International Securities, Inc. (Wauwatosa WI)
WI
02/20/2002 - 08/21/2017
FINANCIAL WEST GROUP (WAUWATOSA WI)
CA
12/11/1992 - 02/21/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SC
07/14/1986 - 12/08/1992
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
10/05/1981 - 05/19/1986
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NA
05/08/1980 - 10/05/1981
ST. PAUL INVESTORS, INC.
NA
11/21/1978 - 09/06/1979
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BOTH
Issued 12/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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