Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip R Wight is a financial advisor who has been in the industry since 2002. Phillip is currently registered with MML Investors Services, LLC and has been with the firm since 2021. Previously, Phillip was registered with NYLIFE Securities LLC, Park Avenue Securities LLC, Larson Financial Securities, LLC, Wells Fargo Advisors, LLC, Waddell & Reed, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, MetLife Securities Inc., Metropolitan Life Insurance Company and Edward Jones. Phillip is a licensed agent with Series 3, 7, 9, 10, 24, 55, 63, 66 and SIE exams. Phillip specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Phillip has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, trusts, and foundations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MO
07/13/2021 - Present
MML Investors Services, LLC (Chesterfield MO)
MO
01/31/2020 - 06/18/2021
NYLIFE SECURITIES LLC (CREVE COEUR MO)
MO
03/12/2019 - 01/02/2020
PARK AVENUE SECURITIES LLC (TOWN AND COUNTRY MO)
MO
08/01/2014 - 03/01/2019
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
MO
07/01/2008 - 06/19/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
04/04/2008 - 07/02/2008
WADDELL & REED, INC. (CREVE COEUR MO)
MO
04/26/2005 - 11/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MN
04/26/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
11/29/2004 - 04/08/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/29/2004 - 04/08/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
05/24/2000 - 01/28/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 4/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 8/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2010
Series 3 - National Commodity Futures Examination
BC
Issued 1/3/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 5/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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