Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phoebe? Claim Your ProfilePhoebe Uribe is a registered representative of LPL Financial LLC. Phoebe has been in the securities industry since May 31, 2014 and has experience in securities and investment advisory services. Phoebe is registered in California and has Series 7, 24, and 66 licenses. Phoebe has previously worked with Raymond James Financial Services, Inc. and Raymond James & Associates, 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.
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.
Consulting and other non-discretionary advisory services
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
CA
07/11/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
FL
10/05/2018 - 06/26/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/02/2018 - 06/26/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CA
05/19/2014 - 10/08/2018
LPL FINANCIAL LLC (EL CAJON CA)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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