Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Smeltzer is an active Registered Representative and Investment Advisor Representative associated with Ameriprise Financial Services, LLC in Athens, Ohio. Phillip is a highly experienced professional with over 20 years in the financial industry. Phillip obtained his Series 7 and Series 66 securities licenses in 1998 and 2000, respectively. Phillip has also obtained the Securities Industry Essentials (SIE) exam in 2018. Phillip is registered in 27 states, including Ohio, Texas, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia and West Virginia. Previously, Phillip was associated with IDS Life Insurance Company in Minneapolis, Minnesota.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/09/2006 - Present
Ameriprise Financial Services, LLC (ATHENS OH)
MN
09/25/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Smeltzer is the right advisor for you? Invested Better is here to help.
