Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Trueblood is a financial advisor with over 30 years of experience in the industry. Phillip currently works as a Registered Investment Advisor at Trueblood Wealth Management, LLC in Lima, Ohio. Prior to that, Phillip worked at Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Phillip is licensed to provide investment advice in the state of Ohio and holds numerous professional designations. Phillip specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
03/01/2023 - Present
Trueblood Wealth Management, LLC (LIMA OH)
OH
07/28/2011 - 07/08/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LIMA OH)
OH
01/01/2008 - 07/29/2011
WELLS FARGO ADVISORS, LLC (LIMA OH)
OH
01/11/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIMA OH)
NY
09/15/1989 - 01/19/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/26/1968 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1974
Series 40 - Registered Principal Examination
BC
Issued 04/16/1974
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/20/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 02/13/1968
Series 1 - Registered Representative Examination
Active
Inactive
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