Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Gordon Backholm is a financial professional with over 20 years of experience in the financial services industry. Philip is currently registered with Pensionmark Securities, LLC in Warwick, Rhode Island. Previously, Philip was registered with Kestra Investment Services, LLC and M Holdings Securities, Inc. Philip holds a Series 6, 26, and 63 license.
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.
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.
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2
RI
11/02/2020 - Present
Pensionmark Securities, LLC (Warwick RI)
MA
03/19/2008 - 08/26/2020
KESTRA INVESTMENT SERVICES, LLC (Northborough MA)
MA
12/20/2001 - 03/19/2008
M HOLDINGS SECURITIES, INC. (MILTON MA)
MA
08/24/1998 - 12/31/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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