Unclaimed
Philip Sandrok is an Investment Advisor Representative associated with Fifth Third Securities, Inc. Philip's experience in the industry began in October 2014. Philip is registered with the state of Illinois and holds Series 6, 7TO, 63, and 65 licenses. Philip has been with Fifth Third Securities, Inc. since 2014 and specializes in financial planning, investment advisory, and portfolio management for both businesses and individuals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/27/2017 - Present
Fifth Third Securities, Inc. (NILES IL)
IA
Issued 2/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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