Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phineas? Claim Your ProfilePhineas Turner is a financial advisor with Principal Securities, Inc. based in Fort Worth, Texas. Phineas has been in the financial services industry since January 14, 1999. Phineas has a broad range of experience in the financial services industry. This experience is demonstrated by his prior affiliations with NYLIFE SECURITIES LLC, PRUCO SECURITIES, LLC., MSI FINANCIAL SERVICES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Phineas holds the Series 6, Series 63, and SIE licenses. Phineas is registered in California, Mississippi, North Carolina and Texas.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
07/01/2024 - Present
Principal Securities, Inc. (Fort Worth TX)
TX
07/01/2020 - 01/13/2023
NYLIFE SECURITIES LLC (FT WORTH TX)
TX
03/09/2017 - 06/25/2020
PRUCO SECURITIES, LLC. (Fort Worth TX)
TX
07/23/1997 - 03/06/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/23/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT WORTH TX)
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Phineas Turner is the right advisor for you? Invested Better is here to help.
