Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Simonides is a financial advisor registered with McAdam LLC and has been in the financial industry since 1988. Philip has a wide range of experience, having previously worked with firms such as VOYA Financial Advisors, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc. and IDS Life Insurance Company. Philip has a strong track record of providing financial advice and portfolio management services. Philip specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Philip has obtained several professional designations including Certified Financial Planner. Philip is committed to providing clients with the highest level of service and expertise.
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.
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.
1
2
PA
10/03/2014 - Present
McAdam LLC (PHILADELPHIA PA)
VA
02/11/2011 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
VA
06/22/1988 - 03/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MI
04/14/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MN
06/23/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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