Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Dachenhausen is an investment advisor representative with Fidelity Personal And Workplace Advisors. Philip has been in the financial services industry since 1994. Philip holds Series 4, 7, 24, 53, 63, and 66 licenses. Philip has been registered with Fidelity Personal And Workplace Advisors since July 2018. Before joining Fidelity Personal And Workplace Advisors, Philip worked at Financial Network Investment Corporation from 2004 to 2006, Harris Investor Services LLC from 2000 to 2002, Morgan Stanley Dean Witter Online Inc. from 1996 to 2000, Thomas F. White & Co., Incorporated from 1993 to 1996, Franklin Distributors, Inc. from 1992 to 1992, Philip Grant McMichael & Company from 1991 to 1991, and Baraban Securities, Inc. from 1991 to 1991. Philip is registered with the Securities and Exchange Commission and the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
09/29/2004 - 12/15/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (MIDVALE UT)
NJ
08/02/2000 - 10/08/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
CA
07/16/1996 - 05/03/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
CA
01/18/1993 - 06/17/1996
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
CA
04/20/1992 - 12/18/1992
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
NA
09/09/1991 - 09/24/1991
PHILIP GRANT MCMICHAEL & COMPANY
CA
07/29/1991 - 08/28/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/16/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/25/1994
Series 4 - Registered Options Principal Examination
BC
Issued 9/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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