Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Slater is an investment advisor with Ameritas Advisory Services, LLC. Philip Slater has been in the financial services industry since 2014. Philip Slater is registered in California and has a Series 7TO, Series 6, and Series 63 securities license as well as a Series 66 license. Philip Slater has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Wells Fargo Advisors, LLC. Philip Slater provides financial planning, portfolio management for businesses, and portfolio management for individuals. Philip Slater works in the Exeter, CA branch of Ameritas Advisory Services, LLC. Philip Slater also provides financial advice and insurance needs for Harvest Wealth Group.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
03/13/2023 - Present
Ameritas Advisory Services, LLC (EXETER CA)
CA
11/01/2019 - 03/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
11/17/2016 - 02/14/2018
J.P. MORGAN SECURITIES LLC (TULARE CA)
CA
12/22/2014 - 04/14/2016
WELLS FARGO ADVISORS, LLC (PORTERVILLE CA)
CA
10/10/2011 - 11/07/2012
UNIONBANC INVESTMENT SERVICES, LLC (VISALIA CA)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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