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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Mottini is a financial advisor with Cetera Investment Advisers LLC. Phillip has been in the financial services industry since October 1996. He holds a Series 7, Series 31, and Series 63 license, and is also a registered investment advisor. Phillip specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and charitable organizations. He has experience working with high net worth individuals, pension plans, and other businesses. Phillip is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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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 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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