Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Phillips is a financial advisor registered with Oneamerica Securities, Inc. David has been in the financial services industry since August 16, 2016. David is also registered as an investment advisor representative. David is licensed to provide financial services in Michigan. In addition to David's registration with Oneamerica Securities, Inc., David also has previous experience working with Cambridge Investment Research, Inc., MML Investors Services, LLC, Comerica Securities and PFS Investments Inc.. David has experience in various areas including, but not limited to, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
IN
01/17/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MI
03/01/2022 - 08/02/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Farmington Hills MI)
MI
07/12/2018 - 10/21/2021
MML INVESTORS SERVICES, LLC (Farmington Hills MI)
MI
12/05/2016 - 08/09/2017
COMERICA SECURITIES (DETROIT MI)
GA
12/19/1996 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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