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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Gordon is a registered Investment Advisor Representative with Altman Advisors. Philip has been in the financial industry since 1999. Philip obtained his Series 65 license in September 2022. Philip has a specialization in working with high-net-worth individuals and individuals other than high-net-worth individuals. The firm provides financial planning, pension consulting, and portfolio management services.
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.
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.
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IL
06/20/2023 - Present
Altman Advisors (CHICAGO IL)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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