Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phoebe? Claim Your ProfilePhoebe Anne Willis is a registered representative with Harris Williams. Phoebe Willis has been in the securities industry since January 13, 2020. She holds the Series 63, Series 79TO and SIE licenses. She is registered in Virginia. Phoebe Willis was previously registered with Goldman Sachs & Co. LLC.
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.
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.
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VA
12/19/2022 - Present
Harris Williams (RICHMOND VA)
NY
01/11/2020 - 12/15/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 01/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2020
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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