Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Alan Summersett is a financial advisor registered with Thrivent Investment Management Inc. based in VAN WERT, OH. Phillip has been in the industry since August 13, 2020 and is registered in Arizona, Colorado, Indiana, and Ohio. Phillip holds the Series 63 and Series 65 licenses.
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.
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.
1
2
OH
08/14/2020 - Present
Thrivent Investment Management Inc. (VAN WERT OH)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Phillip Summersett is the right advisor for you? Invested Better is here to help.
