Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Fowler Quealy is a financial advisor with Osaic Wealth, Inc. Philip is registered with the state of Florida as an Investment Advisor Representative and with FINRA. Philip has been in the financial services industry since August 2002 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Philip offers a range of financial services, including financial planning, investment management, and insurance products. Philip holds the Series 6, Series 63, Series 65, and SIE licenses and is a registered representative in multiple states.
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.
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.
1
2
FL
04/17/2023 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
07/21/2021 - 04/25/2023
LPL FINANCIAL LLC (OLDSMAR FL)
FL
08/11/2003 - 07/21/2021
WADDELL & REED (OLDSMAR FL)
BC
Issued 05/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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