Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip George Tatchell is a financial advisor with over 28 years of experience in the industry. Philip currently works at Stifel, Nicolaus & Company, Inc. Philip has been registered with the state of Michigan since 1994 and holds licenses in several states. Philip has specialized in providing financial advice to individuals, businesses, and institutions. Philip is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/27/2010 - Present
Stifel, Nicolaus & Company, Inc. (PORTAGE MI)
MI
04/23/1998 - 08/15/2008
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
OH
02/27/1996 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
MO
05/27/1994 - 02/27/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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