Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Cortez is a financial advisor registered with Cabrera Capital Markets, LLC in San Antonio, TX. Philip has been in the industry since October 26, 2019. Philip is a Series 7, 66, and SIE licensed professional. Prior to joining Cabrera Capital Markets, LLC, Philip was associated with Ameriprise Financial Services, LLC and Edward Jones.
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.
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.
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2
TX
08/13/2021 - Present
Cabrera Capital Markets, LLC (San Antonio TX)
TX
10/09/2019 - 01/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
TX
05/24/2018 - 12/11/2018
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 06/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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