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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Michael Harrison is a financial advisor with Ameriprise Financial Services, LLC, located in San Diego, California. Philip has been a registered representative in the securities industry since April 1995. Philip has held a Series 7 and Series 63 license since 1995 and also holds the Securities Industry Essentials (SIE) exam. Philip is a licensed Investment Advisor Representative (IAR) in California and Texas. Philip has experience working with clients of all types, including high-net-worth individuals, corporations, trusts, estates, insurance companies, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Philip specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
CA
12/15/1997 - Present
Ameriprise Financial Services, LLC (San Diego CA)
MN
04/13/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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