Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Amick is a financial advisor at Ameriprise Financial Services, LLC. Philip is also a Registered Representative and Investment Advisor Representative in Florida. Philip has been in the securities industry since May 4, 2004. Philip has held previous positions at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Philip holds Series 3, 7, 9, 24, 31, 63, 65, and 66 securities licenses. Philip's specialties include asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation 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
FL
12/20/2024 - Present
Ameriprise Financial Services, LLC (MELBOURNE FL)
FL
07/26/2017 - 08/28/2023
EDWARD JONES (Melbourne FL)
FL
08/24/2007 - 03/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIERA FL)
FL
09/06/2005 - 08/30/2007
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
NY
12/20/1995 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/12/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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