Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Amos is a financial advisor at Kestra Advisory Services, LLC, with over 23 years of experience in the financial industry. Philip is a Registered Representative with FINRA, and licensed to provide investment advice in Ohio and Texas. Philip has a strong background in financial planning, portfolio management, and pension consulting. Philip also has experience working with clients in a wide range of industries, including individuals, families, businesses, and institutions. In addition to his professional experience, Philip is active in the community, serving on the boards of several non-profit organizations.
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.
1
2
OH
07/26/2023 - Present
Kestra Advisory Services, LLC (AVON OH)
IN
06/14/2002 - 01/19/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/14/2002 - 01/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
10/31/2001 - 06/06/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/13/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Amos is the right advisor for you? Invested Better is here to help.
