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Philip David Sheridan

Multi-Bank Securities, Inc.

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About Philip David Sheridan

Philip Sheridan is a securities professional with over 19 years of experience in the financial services industry. Philip currently works at Multi-Bank Securities, Inc. where he has been employed since November 30, 2022. Philip has held several positions with the firm, including a previous employment from March 20, 2014 to February 15, 2022. Philip is registered with the state of Michigan, and holds Series 7, 24, 66, SIE, and 99TO licenses. Philip's career began at A. G. Edwards & Sons, Inc. in October 2003. Prior to his current position with Multi-Bank Securities, Inc., Philip was employed with Questar Capital Corporation, Pershing LLC, and Multi-Bank Securities, Inc..

Firm Information

Philip Sheridan is currently registered with Multi-Bank Securities, Inc.. Multi-Bank Securities, Inc. is a corporation formed in 1987 and is registered to provide services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Philip Sheridan’s Registration & Firm History

MI

11/30/2022 - Present

Multi-Bank Securities, Inc. (SOUTHFIELD MI)

MI

03/20/2014 - 02/15/2022

MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)

IL

01/26/2007 - 03/21/2014

PERSHING LLC (OAK BROOK IL)

MI

01/25/2005 - 12/31/2006

QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)

MO

10/09/2003 - 10/19/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip David Sheridan.
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