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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Wann Langston is a financial advisor with over 28 years of experience in the financial services industry. Phillip is a Certified Financial Planner™ professional and holds multiple securities licenses, including Series 7, 8, 9, 10, 63, and 65. He is currently registered as a broker-dealer and investment advisor representative with Fidelity Personal And Workplace Advisors in Woodland Hills, CA. Phillip has a track record of providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. His primary focus is on helping clients achieve their financial goals through personalized strategies and a client-centric approach.
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.
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.
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.
1
2
CA
06/20/2023 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
AZ
03/30/2021 - 03/14/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
01/28/2008 - 01/11/2021
TD AMERITRADE, INC. (SCOTTSDALE AZ)
AZ
08/03/1993 - 01/23/2008
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
NA
05/14/1993 - 05/24/1993
CHELSEA STREET SECURITIES, INC.
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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