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Phillip Martin Ohlhaut

Fidelity Brokerage Services LLC

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About Phillip Martin Ohlhaut

Phillip Martin Ohlhaut is a financial advisor who has been working in the industry since October 2010. Phillip currently works for Fidelity Brokerage Services LLC. Phillip has Series 6, 7 and 63 licenses. Phillip is registered in 8 states.

Firm Information

Phillip Ohlhaut is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Phillip Ohlhaut’s Registration & Firm History

KY

10/18/2010 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 11/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Phillip Martin Ohlhaut.
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