Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Glover is a financial advisor with Fidelity Personal And Workplace Advisors, specializing in financial planning, education seminars, selection of other advisors, and portfolio management for businesses and individuals. Phillip Glover has over 10 years of experience in the financial services industry and has worked with several firms including Edward Jones, Jackson National Life Distributors LLC, Preferred Capital Securities, LLC and Voya Investments Distributor, LLC. Phillip Glover is currently licensed to provide financial advice in Alabama, Florida, Georgia, Illinois, Michigan, New Hampshire, North Carolina, Ohio, South Carolina, Tennessee, Texas and Virginia.
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.
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.
1
2
GA
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
GA
08/06/2019 - 08/09/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
02/07/2018 - 08/06/2019
PREFERRED CAPITAL SECURITIES, LLC (Atlanta GA)
TN
01/08/2015 - 02/06/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
07/08/2013 - 10/29/2014
EDWARD JONES (BRENTWOOD TN)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Phillip Glover is the right advisor for you? Invested Better is here to help.
