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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 Lee Hartness has been in the financial industry since 2000. Phillip Lee Hartness is currently registered with Ameriprise Financial Services, LLC as a Registered Representative. He is also registered as an Investment Adviser Representative with the firm in both Mississippi and Texas. His previous experience includes working for IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Phillip Lee Hartness holds both Series 7 and Series 63 licenses and the Series 65 and SIE exams. Phillip Lee Hartness specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, educational seminars, selection of other advisors, and publication of periodicals. Ameriprise Financial Services, LLC is a large financial services firm that provides a wide range of financial products and services, including investment management, financial planning, insurance, and retirement planning. The firm has a long history of providing investment advice to individuals and families.
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.
Asset allocation services
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
MS
09/04/2014 - Present
Ameriprise Financial Services, LLC (Gulfport MS)
MN
08/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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