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 Obrien is a financial advisor with over 20 years of experience in the industry. Currently, Philip is registered with FS Investment Solutions, LLC, and is located in Philadelphia, Pennsylvania. Philip has previously worked at Foreside Fund Services, LLC, William Blair, Mercer Allied Company, L.P., Banc One Securities Corporation, Evergreen Investment Services, Inc., and Kemper Distributors, Inc.
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.
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.
1
2
PA
03/02/2020 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
ME
04/24/2017 - 02/27/2020
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
06/11/2007 - 04/07/2017
WILLIAM BLAIR (CHICAGO IL)
NY
06/29/2005 - 08/21/2006
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
IL
04/10/2003 - 07/16/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NC
01/28/2000 - 10/03/2002
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IL
08/28/1997 - 01/13/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Obrien is the right advisor for you? Invested Better is here to help.
