Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Alan Hartwell is a financial advisor at Osaic Wealth, Inc. Philip has been in the financial services industry since 1983 and has a wide range of experience in financial planning, investment management, and insurance. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 51, and Series 63 licenses. Philip specializes in working with individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
05/13/2024 - Present
Osaic Wealth, Inc. (TORRANCE CA)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/19/1986 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
10/19/1983 - 03/03/1986
FINANCIAL NETWORK INVESTMENT CORPORATION
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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