Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Kaye-skinner is a Registered Representative of Osaic Wealth, Inc. and Arbor Point Advisors. Philip has been in the securities industry since 2011. Philip is licensed in Nebraska and Massachusetts. Philip provides financial planning and portfolio management services for businesses and individuals. Philip has been affiliated with Securities America, Inc., AXA Advisors, LLC and Securities America Advisors.
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
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
06/24/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NE
09/03/2013 - 02/17/2014
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
10/14/2010 - 09/03/2013
AXA ADVISORS, LLC (OMAHA NE)
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2015
Series 4 - Registered Options Principal Examination
BC
Issued 11/23/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2014
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 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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