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 Schulte is a financial advisor with over 40 years of experience in the financial services industry. Philip John Schulte is currently registered with LPL Financial LLC and has been with the firm since June 2021. Previously, Philip John Schulte was registered with CETERA ADVISOR NETWORKS LLC, VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and AXA ADVISORS, LLC. Philip John Schulte specializes in providing financial advice to individuals, families, and businesses. Philip John Schulte offers a range of services, including financial planning, portfolio management, and investment advice.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
06/29/2021 - Present
LPL Financial LLC (JEFFERSON HILLS PA)
PA
06/09/2021 - 06/30/2021
CETERA ADVISOR NETWORKS LLC (JEFFERSON HILLS PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (JEFFERSON HILLS PA)
IA
01/17/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
01/20/1982 - 01/15/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/20/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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