Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Nation is a financial advisor with over 35 years of experience in the financial services industry. Nation is a Registered Representative with LPL Financial LLC. He is also registered with the states of California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Wisconsin. Nation holds the Series 7, Series 63, and SIE licenses. He has been with LPL Financial since February of 2024. Prior to that, he was with Ameriprise Financial Services, LLC for 37 years. Nation has earned the Certified Financial Planner and Chartered Financial Consultant designations. Philip's dedication to providing personalized financial guidance and his commitment to helping clients reach their goals are evident in his long and successful career in the financial services industry.
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.
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NC
02/23/2024 - Present
LPL Financial LLC (RALEIGH NC)
NC
02/26/1987 - 02/27/2024
AMERIPRISE FINANCIAL SERVICES, LLC (RALEIGH NC)
MN
10/28/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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