Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Alegre Asuelo is a financial advisor who has been in the industry since July 14, 2022. Phillip holds the Series 66, Series 7TO, and SIE licenses. Phillip currently works at Vanguard Advisers, Inc., which is a firm located in Malvern, Pennsylvania. Phillip is registered in 53 states and 3 states for investment advisor services. The firm provides portfolio management, financial planning and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
AZ
08/14/2023 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 08/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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