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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Aglubat Quitoriano is a financial advisor with Mariner Wealth Advisors in Walnut Creek, CA. Philip has been in the financial industry since 2010 and has a strong background in financial planning, portfolio management, and retirement planning. He is a Certified Financial Planner and holds a Series 6, Series 7, Series 63, and Series 66 license. Prior to joining Mariner Wealth, Philip worked at WELLS FARGO ADVISORS, LLC and Chase Investment Services Corp. Philip is passionate about helping individuals and families achieve their financial goals. He takes a personalized approach to financial planning and works closely with clients to develop strategies that meet their unique needs and objectives.
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.
Family office services
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
CA
07/14/2023 - Present
Mariner Wealth (Walnut Creek CA)
CA
09/16/2014 - 05/09/2016
WELLS FARGO ADVISORS, LLC (FOSTER CITY CA)
CA
01/01/2010 - 08/09/2010
CHASE INVESTMENT SERVICES CORP. (DALY CITY CA)
BOTH
Issued 10/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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