Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Carson Shively is an active investment advisor representative with LPL Financial LLC. Philip has been in the industry since August 20, 1985. Philip currently holds active registrations with both FINRA and the state of Ohio, and has been a registered representative for several other firms previously including KEY INVESTMENTS INC., SOCIETY INVESTMENTS, INC., and E. F. HUTTON & COMPANY INC. Philip is licensed in a variety of states and has obtained the Series 63, Series 24, SIE, and Series 7 licenses. Philip is also licensed as an Investment Advisor Representative in Ohio and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/08/2013 - Present
LPL Financial LLC (COLUMBUS OH)
OH
03/03/1995 - 06/08/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
07/01/1988 - 03/03/1995
SOCIETY INVESTMENTS, INC.
NA
08/22/1984 - 07/02/1987
E. F. HUTTON & COMPANY INC
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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