Unclaimed
Philip Ryan Zeigler is a financial advisor with Equitable Advisors, LLC, and has been in the industry since August 2001. Philip is registered with the state of Ohio and several other states, including Arizona, Florida, Kentucky, Missouri, North Carolina, South Carolina, Texas and Utah. Philip is a registered representative with FINRA and has passed the Series 66, Series 7, and SIE exams. In addition to working as a financial advisor, Philip is also involved in other business activities. Philip is a trustee of the Zeigler Family Living Trust and a manager of PMZ Holdings, LLC. Philip is also a board member of The Church of Jesus Christ of Latter-day Saints - Wilmington Ward, Dayton Ohio East Stake.
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
OH
10/20/2023 - Present
Equitable Advisors, LLC (WILMINGTON OH)
CT
07/13/2001 - 09/25/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
BOTH
Issued 09/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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