Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Rogers is a financial advisor at Beam Wealth Advisors, Inc. located in Newtown Square, PA. Philip is a registered investment advisor in Pennsylvania and Texas. Philip has over 30 years of experience in the financial services industry. Philip has worked at various firms including Securities America, Inc., LPL Financial LLC, Mutual Service Corporation, Hornor, Townsend & Kent, Inc., and New England Securities Corporation.
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.
Estate planning
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
PA
06/09/2022 - Present
Beam Wealth Advisors, Inc. (NEWTOWN SQUARE PA)
PA
06/30/2015 - 04/01/2022
SECURITIES AMERICA, INC. (Newtown Square PA)
PA
09/08/2009 - 07/21/2015
LPL FINANCIAL LLC (NEWTOWN SQUARE PA)
PA
03/07/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (NEWTOWN SQUARE PA)
PA
05/07/1991 - 03/17/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
11/25/1987 - 11/18/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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