Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip A. Veenstra is a registered representative with LPL Financial LLC. Phillip is a financial advisor with more than 17 years of experience. Phillip has worked in the financial industry since July 11, 2005. Phillip has a Series 7, Series 66 and SIE. Phillip previously worked with Royal Alliance Associates, Inc., Signator Investors, Inc. and Royal Securities Company.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/26/2023 - Present
LPL Financial LLC (GRANDVILLE MI)
MI
11/02/2018 - 05/01/2023
ROYAL ALLIANCE ASSOCIATES, INC. (GRANDVILLE MI)
MI
07/07/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRANDVILLE MI)
MI
07/12/2005 - 07/31/2017
ROYAL SECURITIES COMPANY (GRAND RAPIDS MI)
BOTH
Issued 12/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Veenstra is the right advisor for you? Invested Better is here to help.
