Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip John Fogli is a financial advisor with over 37 years of experience in the financial services industry. Philip is currently registered with Global Retirement Partners LLC, a firm with a strong focus on retirement planning and investment management. Philip is also a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), demonstrating a commitment to professional development and client service.
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.
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
CA
02/17/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
08/16/2005 - 02/19/2016
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
CA
04/16/1993 - 09/16/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
11/19/1989 - 11/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/22/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/21/1984 - 12/20/1984
SEI FINANCIAL SERVICES COMPANY
IA
Issued 04/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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