Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Perry is a registered representative with Sunstreet Securities, LLC and has been in the securities industry since 1986. Phillip has been registered with Sunstreet Securities, LLC since 2010 and was previously registered with Sammons Securities Company, LLC, ING Financial Partners, Inc., and Locust Street Securities, Inc. Phillip is licensed to sell securities in Alabama, Arizona, Florida, Indiana, Kentucky, Ohio, Tennessee, and Texas. Phillip provides financial planning and portfolio management services for individuals and businesses. Phillip is a Series 6, Series 26, and Series 63 licensed representative.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees from tpas
1
2
KY
05/24/2010 - Present
Sunstreet Securities, LLC (BOWLING GREEN KY)
KY
01/27/2010 - 04/01/2010
SAMMONS SECURITIES COMPANY, LLC (BOWLING GREEN KY)
KY
01/01/2004 - 06/22/2009
ING FINANCIAL PARTNERS, INC. (BOWLING GREEN KY)
IA
04/12/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
03/31/1986 - 04/12/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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