Unclaimed
Phillip Robbins is a financial advisor with Cetera Investment Services LLC. Phillip is registered to offer securities in Arizona, California, Oregon, Texas, and Washington. Phillip has been in the financial services industry since August 1, 2013. Phillip holds the Series 63, Series 7, and SIE licenses and is a Registered Representative of Cetera Investment Services LLC.
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.
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.
1
2
OR
09/15/2023 - Present
Cetera Investment Services LLC (MEDFORD OR)
OR
08/01/2013 - 09/22/2023
CETERA ADVISOR NETWORKS LLC (MEDFORD OR)
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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