Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Martin Rini is an investment advisor representative with Stratos Wealth Partners, Ltd. Rini has been in the industry since 1987. Phillip has been registered with LPL Financial, LLC and Stratos Wealth Partners, Ltd. since 2015. Prior to that Phillip was a registered representative of WELLS FARGO ADVISORS, LLC, FIFTH THIRD SECURITIES, INC., NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC. and PAINEWEBBER INCORPORATED.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (WILLOUGHBY HILLS OH)
OH
06/09/2010 - 06/10/2015
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
07/08/2005 - 06/02/2010
FIFTH THIRD SECURITIES, INC. (MENTOR OH)
OH
07/31/1999 - 07/05/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/26/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NJ
07/12/1994 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OH
05/21/1987 - 06/20/1994
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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