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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Henry Sears is a financial advisor with Great Valley Advisor Group, Inc. Philip has been working in the financial services industry since June 5, 1998 and is currently registered in Pennsylvania and several other states. Philip has experience working with a variety of clients, including high-net-worth individuals and pension and profit sharing plans. Philip and his team offer a range of advisory services, including financial planning, consulting services and portfolio management.
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.
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.
Consulting services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/09/2016 - Present
Great Valley Advisor Group, Inc. (West Chester PA)
PA
05/11/2009 - 05/19/2016
SECURITIES AMERICA, INC. (Exton PA)
PA
09/13/2006 - 05/12/2009
CAPITAL ANALYSTS, INCORPORATED (BENSALEM PA)
PA
03/13/2003 - 09/01/2006
METLIFE SECURITIES INC. (MECHANICSBURG PA)
PA
03/13/2003 - 09/01/2006
METROPOLITAN LIFE INSURANCE COMPANY (MECHANICSBURG PA)
IA
11/29/2001 - 03/10/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
04/04/2001 - 11/20/2001
CAPITAL RESEARCH BROKERAGE SERVICES, LLC (PASADENA CA)
ME
12/14/1999 - 02/08/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
IN
06/11/1999 - 10/25/1999
UNIFIED MANAGEMENT CORPORATION (INDIANAPOLIS IN)
PA
02/13/1996 - 06/20/1997
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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