Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Mekas is a financial advisor with over 23 years of experience in the financial services industry. Phillip is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 66 securities licenses. In addition to his current registration with LPL Financial LLC, Phillip has previously worked with Edward Jones, First American Securities, Inc., IFS Securities, and Sigma Financial Corporation. Phillip specializes in providing financial planning, investment management, and consulting services for individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
09/15/2023 - Present
LPL Financial LLC (DEXTER MI)
MI
12/02/2019 - 09/13/2023
SIGMA FINANCIAL CORPORATION (Dexter MI)
MI
02/04/2015 - 11/21/2019
IFS SECURITIES (Ann Arbor MI)
MI
01/09/2013 - 02/02/2015
FIRST AMERICAN SECURITIES, INC. (ANN ARBOR MI)
MI
12/08/2008 - 01/11/2013
LPL FINANCIAL LLC (ANN ARBOR MI)
MI
09/21/1999 - 12/23/2008
EDWARD JONES (MILAN MI)
BOTH
Issued 06/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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