Unclaimed
Philip Oster is a financial advisor with Foreside Fund Services, LLC. He has been in the financial services industry since 2016. Philip is registered in Illinois. He holds the Series 63, Series 7 and SIE licenses. Philip's previous experience includes roles at Guggenheim Funds Distributors, LLC and Performance Trust Capital Partners, LLC.
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.
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.
1
2
IL
06/14/2022 - Present
Foreside Fund Services, LLC (Lisle IL)
IL
10/10/2016 - 04/18/2022
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
09/09/2015 - 08/11/2016
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
BC
Issued 04/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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