Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Gregory Conlon is a financial advisor with over 20 years of experience in the financial services industry. Phillip is currently registered with Honu Wealth Management in Sunnyvale, California. Previously, Phillip was employed by Silicon Valley Securities, Inc. in San Jose, CA. Phillip holds licenses for Series 3, 7, 63, and 65 securities exams as well as the SIE exam. Phillip specializes in providing financial planning, pension consulting, and portfolio management services to individuals and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/01/2025 - Present
Honu Wealth Management (SUNNYVALE CA)
CA
03/16/2006 - 03/26/2019
SILICON VALLEY SECURITIES, INC. (SAN JOSE CA)
MI
02/21/2003 - 02/16/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
09/24/2001 - 11/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/29/1998 - 08/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/10/1992 - 10/30/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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