Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Buchanan is a financial professional with over 15 years of experience in the industry. Phillip is currently registered with Centaurus Financial, Inc. and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth clients. Phillip holds Series 7, Series 63, SIE, and Series 99TO 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.
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
GA
09/25/2023 - Present
Centaurus Financial, Inc. (SANDY SPRINGS GA)
GA
04/11/2019 - 03/15/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/11/2019 - 03/15/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/11/2019 - 03/15/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/11/2019 - 03/15/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/26/2017 - 02/08/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
05/11/2009 - 01/17/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NC
02/14/2005 - 04/23/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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