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 a financial advisor with over 20 years of experience in the industry. Philip is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2014. Prior to that, Philip worked with Chase Investment Services Corp., BANC One Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Philip's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Philip is also a board member of the Children's Rehabilitation Center and a fitness instructor.
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 9/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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