Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Furlong is a financial advisor with Raymond James Financial Services Advisors, Inc. in Knoxville, Tennessee. Phillip has been in the industry since April 2015 and holds the Series 7, SIE and Series 66 licenses. Prior to joining Raymond James, Phillip was associated with Cetera Investment Services LLC. Phillip also serves as an Associate at Pinnacle Bank/Pinnacle Financial Partners, as well as working for Pinnacle Asset Management and Knox Property Group LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
07/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (Knoxville TN)
TN
02/14/2015 - 05/01/2024
CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)
BOTH
Issued 08/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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