Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hogan is a financial advisor with over 39 years of experience in the industry. Philip Hogan is registered with Ameritas Advisory Services, LLC and has a Series 6, Series 7, Series 22 and Series 63 license. Philip Hogan is a Chartered Financial Consultant and has experience working with a variety of clients including individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Philip Hogan provides a variety of services to clients including financial planning, pension consulting, educational seminars, and portfolio management 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.
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.
Solicitor fees
1
2
LA
07/14/2023 - Present
Ameritas Advisory Services, LLC (SHREVEPORT LA)
LA
05/28/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (SHREVEPORT LA)
MA
01/04/1991 - 06/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/09/1983 - 02/01/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 09/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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