Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Artmann is a registered representative with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Philip has worked in the financial services industry since December 2007. Philip is registered to provide investment advice in Florida, South Carolina, and across a number of other states. Philip's investment experience includes working with individuals, corporations, pension and profit-sharing plans, and insurance companies.
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.
Please see note in schedule d - miscellaneous
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
SC
10/24/2024 - Present
Raymond James & Associates, Inc. (GREENVILLE SC)
FL
11/06/2014 - 06/10/2016
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
11/19/2008 - 02/19/2013
UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)
FL
04/02/2007 - 11/20/2008
MORGAN STANLEY & CO. INCORPORATED (BONITA SPRINGS FL)
FL
04/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BONITA SPRINGS FL)
BOTH
Issued 04/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/2006
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
Not sure Philip Artmann is the right advisor for you? Invested Better is here to help.
