Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Chandler is a financial advisor with Raymond James Financial Services Advisors, Inc. Philip has been in the industry since 2007 and has a wide range of experience. Philip's firm provides a variety of advisory services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Philip is registered with the state of Florida and Massachusetts as an investment advisor representative. He is also a member of FINRA.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
06/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (PLYMOUTH MA)
MA
02/02/2012 - 06/06/2019
GAGE-WILEY & CO., INC. (PLYMOUTH MA)
MA
02/22/2007 - 02/03/2012
EDWARD JONES (PLYMOUTH MA)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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