Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Robert Cheney is a financial advisor with over 25 years of experience in the financial services industry. Phillip currently works at Moors & Cabot, Inc. where he provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Moors & Cabot, Inc., Phillip worked at RBC Capital Markets, LLC, UBS Financial Services Inc., Wachovia Securities, Inc., and Everen Securities, Inc..
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/15/2018 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
10/13/2003 - 12/26/2017
RBC CAPITAL MARKETS, LLC (NORWELL MA)
NJ
11/08/2002 - 10/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
02/27/1995 - 12/31/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NA
12/11/1995 - 01/21/1997
EVEREN SECURITIES, INC.
MA
06/15/1994 - 09/13/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/15/1994 - 09/13/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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