Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Zeitz is a financial advisor at Empower Advisory Group, LLC, with over 19 years of experience in the financial services industry. Philip has a strong track record of success in providing financial advice to individuals, families, and businesses. Philip has experience working with various financial institutions, including UBS Financial Services Inc, Charles Schwab & Co, Inc., Wells Fargo Clearing Services, LLC, and Vanguard Marketing Corporation. Philip holds licenses in 52 states and the District of Columbia. Philip is committed to providing his clients with personalized financial advice and strategies that are designed to help them achieve their financial goals. Philip is passionate about helping his clients understand their financial situation and make informed decisions about their money.
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.
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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AZ
08/31/2021 - Present
Empower Advisory Group, LLC (SCOTTSDALE AZ)
AZ
03/07/2018 - 03/16/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
07/05/2007 - 08/08/2017
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
02/01/2005 - 07/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
NJ
07/17/2002 - 02/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
03/28/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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