Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fillip? Claim Your ProfileFillip Gershon is a financial advisor with over 25 years of experience in the industry. Fillip is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Prior to that, Fillip was registered with Citigroup Global Markets Inc. and GKN Securities Corp. Fillip holds a variety of licenses and certifications, including Series 7, 24, 31, 63, and 65. Fillip offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Fillip is also a partner in Safe Harbor Financial, 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.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
02/12/1997 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (SEA GIRT NJ)
NY
10/21/1996 - 12/10/1996
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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