Unclaimed
Phillip Dragisic is a financial advisor with PNC Investments. Phillip has been in the financial services industry since 2007. Phillip holds the Series 7 and Series 66 licenses. Phillip has been registered with PNC Investments since 2012. Phillip has a wide range of experience in the financial services industry, providing financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/18/2012 - Present
PNC Investments (BURBANK IL)
IL
06/27/2011 - 05/24/2012
CHASE INVESTMENT SERVICES CORP. (DOWNERS GROVE IL)
IL
09/24/2007 - 04/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 10/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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