Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Norman Constans is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Philip has been in the financial services industry since 2006. He is licensed in both Ohio and Virginia and specializes in working with high-net-worth individuals, corporations, and other businesses. Philip's practice includes financial planning, portfolio management, and retirement planning. Philip also works with NHA, a non-profit organization, where he is a member of the finance committee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (UPPER ARLINGTON OH)
OH
06/20/2006 - 04/12/2010
EDWARD JONES (DELAWARE OH)
IA
Issued 04/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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