Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Robertson is a registered representative with Southeast Investments, N.c., Inc. and has been in the financial services industry since 1996. Philip is currently licensed in Indiana, Kentucky, and North Carolina. Philip is also a registered investment advisor in South Carolina. Philip has experience in providing financial planning, selecting other advisers, and managing portfolios for businesses and individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
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2
NC
01/01/2025 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
IN
10/03/2011 - 11/15/2011
SAMMONS SECURITIES COMPANY, LLC (RAMSEY IN)
IN
08/02/2010 - 10/06/2011
LINCOLN INVESTMENT (RAMSEY IN)
IN
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (RAMSEY IN)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
09/11/1998 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
TX
06/04/1998 - 09/10/1998
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
WI
09/22/1997 - 06/03/1998
SII INVESTMENTS, INC. (APPLETON WI)
IL
01/20/1997 - 09/23/1997
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CA
03/08/1996 - 01/23/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 06/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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