Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip McKie is a financial advisor with Phx Financial, Inc. Phillip has been working in the financial industry since June 26, 2012, and is registered in 9 states across the country, including New York, New Jersey, Florida, and Texas. Phillip has held the Series 63, Series 7, Series 24 and Series 65 licenses.
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
NY
06/27/2012 - Present
PHX Financial, Inc. (NEW YORK NY)
IA
Issued 10/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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