Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Anderson is a financial advisor with Wells Fargo Clearing Services, LLC, and has been in the industry since 2009. Phillip holds the Series 7, Series 63, Series 66, Series 86, and Series 87 securities licenses. Phillip also holds the SIE exam certification. Phillip has been registered with Wells Fargo Clearing Services, LLC since 2012 and previously worked at Longbow Securities, LLC, and American Express Financial Advisors Inc.
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.
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.
Investment consulting services to institutional clients
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
OH
06/25/2013 - Present
Wells Fargo Clearing Services, LLC (ASHTABULA OH)
OH
06/22/2009 - 01/04/2013
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
MN
07/28/2004 - 10/30/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/2004 - 10/30/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/11/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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