Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hurst is a financial advisor with over 30 years of experience in the industry. Philip is registered with Cetera Investment Advisers LLC and has previously worked for a number of other firms, including UnionBanc Investment Services, LLC, WM Financial Services, Inc., and PaineWebber Incorporated. Philip is a Series 65, Series 63, Series 53, Series 24, Series 52TO, SIE, Series 3, and Series 7 licensed professional, providing advisory services and financial planning to individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Philip is also a director of Cathay Wealth Management.
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.
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.
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2
CA
09/25/2017 - Present
Cetera Investment Advisers LLC (SAN GABRIEL CA)
CA
08/16/2016 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (EL MONTE CA)
CA
10/17/2006 - 02/16/2016
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
04/05/1998 - 10/04/2006
WM FINANCIAL SERVICES, INC. (SUN VALLEY CA)
NA
09/28/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
10/10/1996 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
04/11/1994 - 09/30/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
11/19/1993 - 03/28/1994
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
11/24/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
06/24/1992 - 11/27/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
11/07/1990 - 06/22/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/30/1986 - 11/16/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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