Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Raymond Engelmann is a registered representative with MML Investors Services, LLC. Philip has been in the securities industry for over 30 years. His career has been centered in Florida where he has worked with MetLife Securities Inc. and MSI Financial Services, Inc. prior to joining MML. Philip is also a registered investment advisor representative. He has a variety of designations including a Chartered Financial Consultant. Philip's specialties include investments, financial planning, pension consulting and portfolio 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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
09/13/1991 - 01/02/2015
NEW ENGLAND SECURITIES (CORAL GABLES FL)
FL
02/04/2013 - 08/13/2014
METLIFE SECURITIES INC. (CORAL GABLES FL)
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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