Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Anthony Board is a registered representative with Centaurus Financial, Inc. and has been in the securities industry since June 15, 1994. Philip Anthony Board has a total of 23 state registrations, including those in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Michigan, Minnesota, Nebraska, Nevada, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Virginia. Philip Anthony Board is also registered as an investment advisor representative in 19 states. Philip Anthony Board has offices in both Upland and Anaheim, California.
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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CA
11/01/2018 - Present
Centaurus Financial, Inc. (UPLAND CA)
CA
05/06/2013 - 08/08/2014
FSC SECURITIES CORPORATION (UPLAND CA)
CA
08/01/2005 - 05/16/2013
LPL FINANCIAL LLC (UPLAND CA)
CT
07/23/1996 - 08/02/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
07/21/1994 - 07/22/1996
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
GA
05/18/1994 - 06/21/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 12/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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