Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hedrick has over 30 years of experience in the financial services industry. Philip is currently a Registered Representative with Osaic Advisory Services, LLC. Philip is also an Investment Advisor Representative at Arbor Point Advisors. Prior to joining Osaic, Philip was a Registered Representative at Securities America, Inc. Philip holds a Series 63, 65, 7 and SIE licenses. Philip is dedicated to providing personalized financial advice to individuals and families.
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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Sandpoint ID)
ID
07/27/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Sandpoint ID)
WA
07/19/1999 - 06/30/2011
PACIFIC WEST SECURITIES, INC. (GIG HARBOR WA)
NA
08/26/1985 - 05/19/1986
DILLON SECURITIES, INC.
NA
03/20/1984 - 02/04/1985
E. F. HUTTON & COMPANY INC
NA
10/20/1982 - 09/08/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 03/17/1984
Series 18 - Securities Industry Rules and Regulations Examination
Active
Inactive
F
FINRA
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