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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 Herzberg is an Investment Advisor Representative with Team Hewins, LLC. Philip has been in the financial services industry since 2004 and has a strong background in financial planning and portfolio management. Philip has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Philip works with a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Philip specializes in financial planning, investment management, retirement planning, and estate planning. Philip is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Philip is also a columnist for the Journal of Financial Planning.
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.
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.
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2
FL
08/18/2021 - Present
Team Hewins, LLC (Miami FL)
FL
10/09/2006 - 05/28/2014
LADENBURG THALMANN & CO. INC. (MIAMI FL)
FL
05/11/2006 - 07/12/2006
INTERSECURITIES, INC. (MIAMI FL)
NJ
12/08/2004 - 01/21/2005
THE GMS GROUP, LLC (EAST HANOVER NJ)
FL
08/30/2004 - 09/29/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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