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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Senderowitz is a financial advisor with Wellth Advisory Services, LLC, where Phillip has been with the firm since June 2024. Previously, Phillip was with Global Retirement Partners, LLC in San Rafael, CA. Phillip's professional experience includes roles at KESTRA FINANCIAL SERVICES, INC., NFP ADVISOR SERVICES, and NFP RETIREMENT, INC. Phillip holds the Series 63, Series 66, Series 7, and Series 8 licenses. Phillip also has a variety of designations and certifications. Phillip is a Board Trustee for the Maitland Police and Fire Pension Investment, a Managing Director for Strategic Retirement Partners, and a Board Member for the Tampa Orlando Pinellas Jewish Foundation.
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.
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.
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IL
07/15/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
FL
09/03/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Maitland FL)
FL
12/15/2009 - 09/03/2014
FINANCIAL TELESIS INC (MAITLAND FL)
FL
01/24/2008 - 11/30/2009
NRP FINANCIAL, INC. (WINTER PARK FL)
FL
05/16/2006 - 01/25/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
NC
12/08/2005 - 02/01/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
GA
08/14/2002 - 09/16/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
TX
03/20/1992 - 06/19/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/24/1991 - 01/22/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 08/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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