Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Harrison Blair is a financial advisor at UBS Financial Services Inc. Phillip has been in the industry since March 2008, providing financial guidance to individuals, families, and businesses. Phillip’s career spans multiple firms, including J.P. Morgan Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, and MML Investors Services, LLC. Phillip is registered to conduct securities business in multiple states. Phillip has a strong educational background and holds multiple securities licenses, including Series 7, Series 31, and Series 66. Phillip specializes in financial planning, portfolio management, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
10/11/2021 - Present
UBS Financial Services Inc. (STAMFORD CT)
CT
03/27/2013 - 09/07/2018
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
NY
03/01/2013 - 03/15/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
03/16/2011 - 07/09/2012
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
07/29/2008 - 11/30/2010
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/07/2004 - 08/02/2004
PRINCETON SECURITIES GROUP, INC. (NEW YORK NY)
NY
07/01/2003 - 08/12/2003
PRINCETON SECURITIES GROUP, INC. (NEW YORK NY)
NY
06/25/2002 - 07/01/2003
PRINCETON SECURITIES GROUP, INC. (NEW YORK NY)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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