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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 Robert Williams is a financial advisor at Blackrock Investment Management, LLC. Phillip is a seasoned investment professional with over 10 years of experience in the financial services industry. He is registered as a broker-dealer in 53 states and has Series 66, Series 7 and SIE licenses. Phillip has previously worked at UBS Financial Services Inc., UBS Securities LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Phillip has a broad range of experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
08/03/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IL
10/16/2020 - 07/22/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
10/22/2020 - 12/21/2021
UBS SECURITIES LLC (CHICAGO IL)
IL
01/16/2014 - 10/14/2020
MORGAN STANLEY (Chicago IL)
IL
02/17/2011 - 12/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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