Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Guy Partridge is a financial advisor at Equity Services, Inc., based in Montpelier, VT. Philip has been working in the industry since April 1, 2001, and has been registered with Equity Services, Inc. since August 10, 2017. Philip specializes in providing financial planning and investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Philip also holds the Series 7, Series 24, Series 27, SIE, and Series 99TO licenses.
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.
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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VT
08/10/2017 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
11/11/2002 - 11/01/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
01/30/2003 - 09/04/2009
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
03/30/2001 - 11/07/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 12/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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