Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Gebhardt is a financial advisor with over 25 years of experience in the industry. Phillip is currently registered with Newedge Advisors and is actively involved in providing financial planning and portfolio management services to both individuals and businesses. Phillip has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service and guidance. Phillip has experience working with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
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
OH
11/01/2021 - Present
Newedge Advisors (Dover OH)
OH
12/18/2002 - 12/31/2016
LPL FINANCIAL LLC (SUGARCREEK OH)
FL
01/01/2001 - 12/19/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
01/19/1999 - 11/13/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
08/11/1995 - 01/21/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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