Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Figueiredo is a registered representative and investment advisor representative with Vanguard Advisers, Inc. He has been in the industry since 2023. Phillip is licensed in 53 states and holds the Series 7, Series 66, and SIE exams. Phillip provides portfolio management services for individuals, businesses, and pooled investment vehicles. He also offers financial planning and selection of other advisers.
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.
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
PA
08/11/2023 - Present
Vanguard Advisers, Inc. (Malvern PA)
BOTH
Issued 08/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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