Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Wight is a financial professional with over 20 years of experience in the industry. Phillip has a broad range of experience with different firms including Edward Jones, Wells Fargo Advisors, LLC, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Phillip is currently a registered representative with LPL Enterprise, LLC. Phillip specializes in helping individuals and businesses with their financial planning needs. Phillip is committed to providing personalized service and helping his clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MO
01/07/2025 - Present
LPL Enterprise, LLC (ST LOUIS 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 04/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/03/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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