Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Robert D'unger is a financial advisor at Captrust. Philip has been a financial advisor for over ten years and has experience working with a variety of clients. Philip holds the Series 63, Series 66, Series 7, Series 9, Series 10, SIE and 99TO licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional. Philip's professional experience includes roles at Fidelity Brokerage Services LLC, Horace Mann Investors, Inc. and Captrust.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
03/06/2018 - Present
Captrust (RALEIGH NC)
IL
08/11/2017 - 03/09/2018
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
NC
11/06/2012 - 07/28/2017
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 12/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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