Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Burger is a financial advisor with over 30 years of experience in the financial services industry. Philip is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Philip worked for Citigroup Global Markets Inc. from 2002 to 2009 and Wachovia Securities, Inc. from 1995 to 2002. Philip holds a Series 7, 31, 63, and 65 license. Philip is registered to provide investment advice and securities brokerage services in over 35 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/11/2014 - Present
Morgan Stanley (Atlanta GA)
GA
03/22/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NC
12/21/1995 - 04/25/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
04/18/1989 - 01/23/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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