Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Sheehan is a financial advisor with Equitable Advisors, LLC. Phillip has been in the industry for over 20 years, and is registered to provide investment advice in multiple states. Phillip has a strong track record of success in helping clients achieve their financial goals. Phillip is committed to providing personalized financial advice that is tailored to meet the specific needs of each client.
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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NY
08/10/2012 - Present
Equitable Advisors, LLC (ROCHESTER NY)
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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