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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 Alexander Rosenau is a financial advisor with Great Valley Advisor Group, Inc. Philip has been working in the financial services industry since February 2009. Philip is registered with the state of Pennsylvania as a Registered Representative and Investment Advisor Representative. Philip has earned the Series 6, Series 7, Series 63, and Series 65 licenses. Philip's areas of focus include financial planning, portfolio management for individuals and businesses, and consulting services. Philip also provides educational seminars. Philip is committed to helping his clients achieve their financial goals. Prior to joining Great Valley Advisor Group, Inc., Philip worked for PRUCO Securities, LLC.
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.
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.
Consulting 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
DE
05/23/2017 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
02/09/2009 - 01/12/2017
PRUCO SECURITIES, LLC. (CHALFONT PA)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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