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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Craig MacDougall is a financial advisor with Fidelity Personal AND Workplace Advisors. Phillip has been in the industry since 2012. Phillip holds Series 63, 65, 7 and SIE licenses. Phillip's current registrations include Minnesota and Texas. Phillip's prior registration was with Ameriprise Financial Services, Inc. Phillip's specialties include Asset Allocation, Cash Management, Investment Management, Pension and Retirement Planning, and Estate Planning. Phillip is registered to provide investment advisory services in 20 states, including Arizona, California, Colorado, Florida, Illinois, Iowa, Kentucky, Massachusetts, Minnesota, Missouri, Nebraska, New Hampshire, New Mexico, Ohio, Oklahoma, Texas, Utah and Wisconsin.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
12/13/2011 - 05/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 01/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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