Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Moreland Blickensderfer has been in the securities industry since 2006. Philip is currently registered as a Registered Representative with Morgan Stanley and has been with the firm since June 2009. Philip has a combined 37 years of experience with the firm, as well as a previous registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated from September 2006 to February 2009. Philip also held a position with CITIGROUP GLOBAL MARKETS INC. from May 2009 to June 2009. Philip has passed both the Series 7 and Series 66 securities examinations as well as the Securities Industry Essentials Examination. Philip holds current registrations in 37 states and is licensed to practice in both the broker-dealer and investment advisor capacity.
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
OH
04/02/2020 - Present
Morgan Stanley (Pepper Pike OH)
OH
05/07/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)
OH
09/19/2006 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
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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