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 Ohman is a financial advisor with Raymond James & Associates, Inc. Philip has over 35 years of experience in the financial services industry. Philip has a broad range of experience, having worked at several firms including Dean Witter Reynolds Inc. and Roney & Co. Philip holds Series 7, 31, and 63 securities licenses as well as a Series 65 investment advisor license. Philip also has a SIE designation. Philip works with individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Philip is registered in multiple states including Michigan, Texas, and Florida.
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.
Please see note in schedule d - miscellaneous
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
MI
04/07/2006 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
01/14/1988 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
08/23/1984 - 01/23/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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