Unclaimed
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..
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
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)
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
Active
Inactive
F
FINRA
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