Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Neal Edwards is an active financial advisor. Phillip has been in the financial industry since 2002 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in West Palm Beach, FL. Phillip has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. Phillip is licensed to provide investment advisory services in 53 states, including Florida and Alabama. Phillip also holds Series 7 and Series 63 licenses and the SIE exam.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
12/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAVANNAH GA)
FL
08/17/2010 - 01/23/2013
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
CA
08/17/1999 - 05/25/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
TX
08/02/1995 - 09/03/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
VA
05/31/1994 - 07/31/1995
CRAIGIE INCORPORATED (RICHMOND VA)
NC
08/01/1991 - 05/31/1994
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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