Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Crowell Burnett has over 30 years of experience in the financial services industry. Phillip Burnett is a registered Investment Advisor Representative with Resolute Wealth Strategies, LLC in Jackson, Mississippi. Phillip Burnett has previously held positions with Coker & Palmer, Banc of America Investment Services, Inc. and UBS Financial Services Inc. Phillip Burnett's areas of expertise include financial planning, pension consulting, portfolio management for businesses and portfolio management for individuals.
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.
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
MS
08/15/2022 - Present
Resolute Wealth Strategies, LLC (Jackson MS)
MS
08/18/2009 - 07/28/2022
COKER & PALMER (JACKSON MS)
TN
11/17/2008 - 08/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRENTWOOD TN)
MS
02/04/1993 - 11/17/2008
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NY
05/04/1992 - 02/22/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Phillip Burnett is the right advisor for you? Invested Better is here to help.
