Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Suslov is an active investment advisor representative with Charles Schwab & Co., Inc. Philip has been in the industry since 2015 and is registered in Florida and Texas. Philip holds Series 66, Series 63, Series 10, Series 9, SIE and Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
07/31/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BOTH
Issued 04/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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