Unclaimed
Philip Pace is a registered Investment Advisor Representative with RRA Wealth, LLC. Philip has experience in the financial industry and holds the Series 6, Series 63 and Series 65 licenses. Philip is registered to provide investment advisory services in Arizona, Illinois, and Wisconsin. Philip also has previous experience at Farmers Financial Solutions, LLC, and is a licensed insurance agent and owner of Phil Pace Inc., a business that provides insurance and gutter cleaning services.
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.
Helps you choose top advisors aligned with your 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.
Solicitor fees
1
2
WI
09/28/2023 - Present
RRA Wealth, LLC (MILWAUKEE WI)
IL
11/15/2016 - 05/04/2021
FARMERS FINANCIAL SOLUTIONS, LLC (SPRING GROVE IL)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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