Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Klyce is a financial advisor at Raymond James & Associates, Inc., with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Philip has a proven track record of success in the industry, with over 13 years of experience. Philip is a dedicated professional who is committed to helping clients achieve their financial goals.
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
AL
09/28/2012 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
04/02/2010 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
BC
Issued 05/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
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
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