Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Lammers is an active investment advisor representative (IAR) and registered representative (RR). Philip has been in the industry since November 18, 2001, and is currently associated with Cetera Investment Advisers LLC. Philip has been with Cetera Investment Advisers LLC since January 21, 2014. Philip has held prior roles at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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2
OH
01/21/2014 - Present
Cetera Investment Advisers LLC (NILES OH)
OH
07/06/2005 - 10/03/2008
CHASE INVESTMENT SERVICES CORP. (WARREN OH)
IL
08/08/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
11/27/2001 - 08/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/27/2001 - 08/01/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
10/12/2001 - 10/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/12/2001 - 10/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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