Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phil? Claim Your ProfilePhil Canady is a financial advisor with Raymond James Financial Services Advisors, Inc. He is a registered representative and investment advisor representative with the firm and has been in the industry since 1984. Phil has earned the Series 63, Series 24, and Series 7 licenses. Phil's current office location is 4775 Knightsbridge Blvd., Suite 205, Columbus, Ohio, 43214.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS OH)
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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