Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Oliver Hotz is an investment advisor representative with Gradient Advisors, LLC. Philip is a highly experienced professional with over 30 years in the financial services industry. Philip is registered in Florida and Nevada. Philip's expertise is in providing financial planning and investment management services to individuals, businesses and pension plans. Philip also has experience working with federal employee retirement plans.
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.
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.
Referral fees
1
2
FL
08/14/2024 - Present
Gradient Advisors, LLC (Palm Coast FL)
NV
09/01/1999 - 12/04/2006
STUART SECURITIES CORP. (LAS VEGAS NV)
VT
11/13/1998 - 06/14/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
GA
06/06/1994 - 10/27/1998
WMA SECURITIES, INC. (DULUTH GA)
FL
03/05/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
07/06/1982 - 02/12/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/18/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Philip Hotz is the right advisor for you? Invested Better is here to help.
