Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Joseph Havlicek is a financial advisor with over 40 years of experience in the financial services industry. Philip is currently registered with Grove Point Investments, LLC, based in San Francisco, California. He is licensed to conduct business in California. Philip has a strong track record of providing investment advice and financial planning services to his clients. His experience and expertise make him a valuable resource for individuals seeking to achieve their financial goals.
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.
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CA
02/09/2011 - Present
Grove Point Investments, LLC (SAN FRANCISCO CA)
CA
09/08/2009 - 02/16/2011
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
01/11/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (SAN FRANCISCO CA)
MA
10/07/1996 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
10/21/1980 - 08/23/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
10/20/1980 - 08/23/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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