Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Fogli is a financial advisor with over 20 years of experience in the industry. Philip is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with Global Retirement Partners LLC. Previously Philip was with Geneos Wealth Management, Inc., Raymond James Financial Services, Inc. and Princor Financial Services Corporation. Philip has been registered as an investment advisor representative (IAR) with Global Retirement Partners, LLC and as a broker with LPL Financial LLC. Philip is licensed in multiple states. Philip specializes in financial planning, portfolio management, and pension consulting. Philip serves individuals, families, businesses, and retirement plans.
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.
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CA
02/16/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
09/27/2010 - 02/19/2016
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
PA
05/07/2009 - 09/29/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (KING OF PRUSSIA PA)
PA
10/21/2002 - 05/11/2009
PRINCOR FINANCIAL SERVICES CORPORATION (PHILADELPHIA PA)
DE
06/26/2001 - 11/08/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 08/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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