Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip John Mottini is a financial advisor at Cetera Investment Advisers LLC. Phillip has been in the industry since 1996 and has experience with a variety of financial services, including financial planning, portfolio management, and insurance. Phillip is registered with the state of California and Texas as an Investment Advisor Representative.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ROSEVILLE CA)
CA
12/13/2004 - 02/11/2011
QA3 FINANCIAL CORP. (ROSEVILLE CA)
CA
07/11/2002 - 12/10/2004
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
NY
07/27/1995 - 04/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 7/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Mottini is the right advisor for you? Invested Better is here to help.
