Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Desantis is a financial advisor with Peak American Investment Advisors, Inc. in Plano, TX. Philip has been in the industry for over 20 years and has a broad range of experience. Philip Desantis holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Philip Desantis also holds the Chartered Financial Analyst designation. Prior to joining Peak American Investment Advisors, Inc., Philip Desantis was a financial advisor at Foreside Fund Services, LLC in Dallas, TX. Philip Desantis is a registered investment advisor in Texas.
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.
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.
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TX
05/10/2024 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
TX
02/03/2016 - 04/10/2023
FORESIDE FUND SERVICES, LLC (DALLAS TX)
IL
04/21/2015 - 12/01/2015
PNC FUNDS DISTRIBUTOR, LLC (CHICAGO IL)
IL
06/28/2010 - 01/21/2015
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
IL
10/06/2005 - 05/24/2010
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
PA
03/26/2001 - 09/09/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
03/10/1999 - 11/09/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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