Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mittithodathil Philip is a financial advisor who has been in the industry since August 3, 2015. George is currently registered with Cetera Investment Advisers LLC in Stafford, Texas. George has a history of working for other financial firms, including Transamerica Financial Advisors, Inc and Farmers Financial Solutions, LLC. George is licensed in Texas and holds Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. In addition to working with Cetera, George also owns Philip & Associates CPA PC, which provides tax and accounting services to small businesses.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (Stafford TX)
TX
12/21/2015 - 06/18/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
TX
01/04/2007 - 05/31/2007
FARMERS FINANCIAL SOLUTIONS, LLC (HOUSTON TX)
IA
Issued 9/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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