Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Williams is a financial professional with over 23 years of experience in the financial services industry. Phillip is a Registered Representative and Investment Advisor Representative, currently affiliated with State Farm Investment Management Corp. Phillip has worked in the New Windsor, NY area for many years. Phillip is also a Chartered Financial Consultant and has held Series 6 and 63 licenses as well as the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NY
03/21/2023 - Present
State Farm Investment Management Corp. (New Windsor NY)
NY
09/27/1999 - 04/06/2020
STATE FARM VP MANAGEMENT CORP. (NEW WINDSOR NY)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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