Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Trautner is a financial advisor who has been in the industry since 1994. He is currently employed by Colliers Securities LLC as a registered representative. Previously, Philip was a representative at Dougherty & Company LLC, Marshall Financial, Inc., Miller & Schroeder Financial, Inc., Delphi Financial Corp., Hayne, Miller Financial, Inc. and Dougherty, Dawkins, Strand & Yost Incorporated. Philip has held a Series 7, Series 3, Series 24, Series 27 and Series 63 licenses. Philip specializes in providing financial advice to individuals and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MN
01/30/2014 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
MN
08/08/2006 - 03/23/2010
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
11/09/2001 - 08/18/2004
MARSHALL FINANCIAL, INC. (MINNEAPOLIS MN)
MN
09/26/2000 - 11/09/2001
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
MN
03/13/1990 - 08/15/1997
DELPHI FINANCIAL CORP. (MINNEAPOLIS MN)
MN
11/21/1989 - 03/26/1990
HAYNE, MILLER FINANCIAL, INC. (MINNEAPOLIS MN)
MN
10/26/1984 - 09/06/1988
DOUGHERTY, DAWKINS, STRAND & YOST INCORPORATED (MINNEAPOLIS MN)
BC
Issued 02/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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