Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Lyle Kurchack is a financial advisor currently registered with Pimco Investments LLC. Phillip has been in the securities industry since November 11, 2000. Phillip has been registered with Pimco Investments LLC since March 2, 2011. Phillip holds the following licenses: Series 66, Series 3, Series 7, and SIE. Phillip is registered in 53 states and is also registered with FINRA. Prior to working with Pimco Investments LLC, Phillip worked with ICON SECURITIES CORP., ING FUNDS DISTRIBUTOR, LLC, VANGUARD MARKETING CORPORATION and FAHNESTOCK & CO. INC.
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.
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.
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2
CA
03/02/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
12/15/2008 - 02/24/2011
ICON SECURITIES CORP. (NEW YORK NY)
MA
06/21/2004 - 07/07/2008
ING FUNDS DISTRIBUTOR, LLC (BELCHERTOWN MA)
PA
06/22/2001 - 06/23/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
06/16/1999 - 07/06/2000
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 01/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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