Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Anderson is a financial advisor at Osaic Wealth, Inc. Phillip has been in the financial services industry for over 36 years. Phillip is a Certified Financial Planner™ and holds the Series 7, 63, 65, and 24 licenses. Phillip's background includes experience working with insurance and fixed annuity sales, real estate investments, and advisory businesses. Phillip has offices in Winona, Minnesota, and St. Louis Park, Minnesota. Osaic Wealth, Inc. is a registered investment advisor with approximately $94.56 billion in assets under management.
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
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
09/04/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WINONA MN)
MN
02/14/2014 - 09/10/2018
AMERIPRISE FINANCIAL SERVICES, INC. (WINONA MN)
MN
06/05/2007 - 03/03/2014
LPL FINANCIAL LLC (WINONA MN)
MN
03/02/1999 - 06/12/2007
HARBOUR INVESTMENTS, INC. (WINONA MN)
CT
09/10/1990 - 03/02/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
10/16/1986 - 09/05/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/21/1986 - 10/27/1986
STATE BOND SALES CORPORATION
IA
Issued 09/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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