Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Charles Grimm is an investment advisor representative for SPC, a financial firm based in Ann Arbor, MI. Philip has been in the financial services industry for more than a decade. Philip is registered with FINRA and holds Series 7 and Series 63 licenses. He also holds a Series 65 license, which allows him to offer investment advice to clients. Philip has a wide range of experience, having worked with individuals, corporations, and institutions. He specializes in providing financial planning, portfolio management, and other financial services. Philip has a history of employment with Berthel, Fisher & Company Financial Services, Inc. and Pinnacle Wealth Management, Inc. Philip Grimm is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
09/27/2023 - Present
SPC (ANN ARBOR MI)
MI
06/14/2016 - 12/31/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BRIGHTON MI)
BC
Issued 11/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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