Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Miles is a financial advisor with Pennsylvania Advisory Services, Inc. located in Harrisburg, PA. Phillip has been in the industry since 1982 and holds a Series 7, Series 63, and Series 65 license. Phillip is a Certified Financial Planner and specializes in providing financial planning, investment management, and pension consulting services to individuals, corporations, and other businesses. Phillip has worked with a variety of clients throughout the years and has a proven track record of success in helping people 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.
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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PA
11/01/2019 - Present
Pennsylvania Advisory Services, Inc. (HARRISBURG PA)
FL
11/13/2003 - 11/03/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
11/05/1991 - 02/01/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/05/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
11/28/1989 - 09/20/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/28/1989 - 09/20/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
04/29/1982 - 12/19/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 06/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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