Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip French is a financial advisor with UBS Financial Services Inc. and UBS Securities LLC. Philip has been working in the financial industry since 1999 and has extensive experience in helping individuals and families achieve their financial goals. He has a Series 16 license and specializes in a wide range of services, including financial planning, portfolio management, and investment advisory services. Philip is committed to providing his clients with personalized advice and guidance to help them make informed financial decisions.
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.
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.
See schedule d - miscellaneous
1
2
NJ
07/08/2004 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
08/11/1998 - 03/12/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/12/1996 - 08/12/1996
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/18/1996
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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