Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip W. Jordan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Phillip has been in the financial services industry since 2001 and has a strong background in providing financial advice to individuals and businesses. Phillip holds Series 7 and Series 66 licenses, as well as the SIE exam. Phillip is also a Certified Financial Planner. Phillip's expertise is in financial planning, investment management, and retirement planning. Phillip has experience working with a variety of clients, including individuals, families, businesses, and institutions. Phillip is committed to providing his clients with personalized financial advice and helping them achieve 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.
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.
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2
NC
09/30/2021 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTE NC)
NC
03/09/2012 - 09/30/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
01/09/2001 - 03/12/2012
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 02/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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