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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 Kirshman is an Investment Advisor Representative with Multiple Financial Services, Inc. Philip has been in the financial services industry for over 28 years. Philip has experience working at several other firms including UBS Financial Services Inc. and Wachovia Securities, LLC. Philip holds both the Series 7 and Series 65 licenses and also the Series 24 principal exam. Philip has an extensive background in financial planning and portfolio management, and specializes in assisting individuals, high net worth individuals and charitable organizations.
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.
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.
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CA
11/10/2021 - Present
Multiple Financial Services, Inc. (Montecito CA)
NY
07/25/2015 - 10/07/2016
STRATEGIC MARKETING SOLUTIONS LTD., LLC (New York NY)
CO
07/21/2008 - 02/18/2014
UBS FINANCIAL SERVICES INC. (BOULDER CO)
NV
03/03/2004 - 07/15/2008
FINANCIAL WEST GROUP (RENO NV)
MO
02/09/1996 - 02/06/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/31/1993 - 02/26/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
02/03/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1993
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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