Unclaimed
Philip Parke is an active investment advisor representative with Edward Jones, registered with FINRA and licensed in 31 states. Philip has been in the industry since 2002 and holds the Series 63, SIE, and Series 7 licenses. Philip is also a Certified Financial Planner. Philip specializes in financial planning, pension consulting, and selection of other advisors. Philip is also involved in business and individual portfolio management. The firm's clients are individuals (both high net worth and others), corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing 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.
See schedule d - miscellaneous
1
2
MO
02/18/2019 - Present
Edward Jones (RAYMORE MO)
BC
Issued 12/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
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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