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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Grande is a financial advisor with Cetera Investment Advisers LLC. Philip has been in the industry since May 2005 and has a strong record of success. Philip has a strong background in financial planning and portfolio management. Philip is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Philip is a CERTIFIED FINANCIAL PLANNER™. Philip has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Philip has a strong commitment to ethical and professional standards. Philip holds the Series 6, 7, 24, 63, and 66 licenses. Philip is a registered representative of Cetera Investment Advisers LLC and is also a registered investment advisor in North Carolina. Philip has been associated with Cetera Investment Services LLC since May 2017. Philip's previous experience includes working with Raymond James Financial Services, Inc. and Uvest Financial Services Group, Inc. Philip is committed to providing his clients with the highest level of service. Philip is a member of the National Association of Personal Financial Advisors (NAPFA). Philip is a graduate of the University of North Carolina at Chapel Hill. Philip is dedicated to providing his clients with financial advice that is in their best interests.
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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2
NC
05/16/2017 - Present
Cetera Investment Advisers LLC (LEXINGTON NC)
NC
11/13/2007 - 05/17/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON NC)
NC
05/03/2005 - 11/13/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CLEMMONS NC)
BOTH
Issued 04/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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