Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Harriman is a financial advisor in Falmouth, ME. Philip has been in the financial industry for over 40 years, having begun his career in 1980 at New England Securities. He has a diverse background, having worked for both Valmark Securities and Valmark Advisers. Philip has earned the right to use the designations Chartered Financial Consultant. Philip is currently registered with Valmark Advisers, Inc. and holds active registrations in several states. Philip has a broad base of experience and knowledge, having worked in both brokerage and investment advisory roles. Philip is committed to providing clients with personalized financial advice and guidance. Philip also provides financial planning, pension consulting, and selection of other advisors for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
ME
03/13/2015 - Present
Valmark Advisers, Inc. (FALMOUTH ME)
CT
06/25/1997 - 09/17/2001
BANNON, OHANESIAN & LECOURS, INC. (WEST HARTFORD CT)
NY
02/25/1980 - 12/03/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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