Unclaimed
Phillip Gary Abshier II is a Registered Representative with Synovus Securities, Inc. Phillip has been in the securities industry since May 26, 1997. Phillip has a Series 7, Series 63, and Series 65 license. Phillip is also licensed in Alabama, California, District of Columbia, Florida, Georgia, Indiana, Kansas, Kentucky, Maryland, Mississippi, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Phillip has a prior registration with Robert Andrew Securities, Inc. and Prudential Securities Incorporated. Phillip provides financial planning, portfolio management for businesses and individuals, tax-related services, administrative services and educational seminars to clients.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
01/01/2011 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
08/06/1998 - 08/01/2001
ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)
NY
02/19/1997 - 04/30/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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