Unclaimed
Philip Brines is a registered investment advisor representative with LPL Enterprise, LLC. Philip is also registered in Illinois as both a broker-dealer and an investment advisor representative. Philip has been in the financial services industry since 2023. Philip holds Series 66, Series 7TO and SIE licenses. Philip specializes in a wide range of financial services including Financial Planning, Portfolio Management for Individuals and Businesses, as well as educational seminars. Philip's branch office is located in Downers Grove, Illinois.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
IL
11/14/2024 - Present
LPL Enterprise, LLC (DOWNERS GROVE IL)
BOTH
Issued 03/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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