Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Glenn Sherman is a financial advisor in Portland, Oregon. Philip is a certified financial planner and has been in the financial services industry for over 7 years. Philip is currently registered with Deschutes Investment Consulting, LLC and has previously been registered with firms like CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, CUSO FINANCIAL SERVICES, L.P. and 1ST GLOBAL CAPITAL CORP. Philip has a strong track record of helping individuals and families achieve their financial goals. Philip specializes in providing financial planning services, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
1
2
OR
03/04/2020 - Present
Deschutes Investment Consulting, LLC (PORTLAND OR)
OR
02/05/2018 - 07/05/2019
CETERA ADVISOR NETWORKS LLC (PORTLAND OR)
OR
07/10/2017 - 02/12/2018
LPL FINANCIAL LLC (PORTLAND OR)
SC
09/30/2016 - 05/12/2017
CUSO FINANCIAL SERVICES, L.P. (Charleston SC)
OR
01/27/2016 - 06/20/2016
KMS FINANCIAL SERVICES, INC. (Milwaukie OR)
OR
08/01/2014 - 10/01/2015
1ST GLOBAL CAPITAL CORP. (EUGENE OR)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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