Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philippe? Claim Your ProfilePhilippe Emmanuel Trouillot is a financial advisor with Cetera Investment Advisers LLC. Philippe has been in the industry since September 11, 2014. Philippe has passed the Series 66, Series 7, and SIE exams. Philippe is registered in Alabama, Florida, Kentucky, and Missouri. Cetera Investment Advisers LLC has approximately $104 billion in regulatory assets under management. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cetera Investment Advisers LLC is a large financial firm with over 6,000 employees.
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.
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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2
AL
01/21/2021 - Present
Cetera Investment Advisers LLC (DAPHNE AL)
KY
08/31/2020 - 02/26/2024
CETERA FINANCIAL SPECIALISTS LLC (LEXINGTON KY)
FL
09/12/2014 - 10/08/2020
WELLS FARGO CLEARING SERVICES, LLC (PORT CHARLOTTE FL)
BOTH
Issued 10/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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