Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Ann Estepp is a registered representative with Nationwide Investment Services Corp. Phyllis has been in the securities industry since May 8, 1995. Currently, Phyllis is registered in Ohio. Phyllis holds Series 6, 7, 24, and 26 licenses. Previously, Phyllis worked at NATIONWIDE SECURITIES, LLC, NATIONWIDE SECURITIES, INC., and NATIONWIDE ADVISORY SERVICES, INC. The majority of Phyllis' career has been spent with Nationwide.
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.
1
2
OH
05/28/2002 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
11/18/2009 - 12/31/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
05/30/2002 - 10/30/2007
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
05/08/1995 - 11/12/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/08/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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