Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hauser is a financial advisor with over 30 years of experience in the industry. Philip is currently registered with Osaic Wealth, Inc., a firm with a strong focus on providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Prior to joining Osaic Wealth, Inc., Philip worked for a variety of firms including SIGNATOR INVESTORS, INC., Ameritas Investment Corp., and Variable Investment Advisors, Inc. Philip is also a Chartered Financial Consultant.
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.
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2
IA
03/14/2023 - Present
Osaic Wealth, Inc. (JOHNSTON IA)
IA
02/28/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (HAMPTON IA)
IA
01/05/2012 - 03/29/2017
AMERITAS INVESTMENT CORP. (BOONE IA)
SD
04/29/2003 - 12/31/2011
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
NE
03/22/2000 - 08/30/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
02/09/1998 - 03/28/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
01/02/1998 - 01/26/1998
LOCUST STREET SECURITIES, INC.
IA
07/13/1995 - 12/31/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
PA
09/16/1992 - 07/14/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
05/17/1983 - 09/17/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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