Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Ryan Shaw is an Investment Advisor Representative at Goldstone Financial Group, LLC. Phillip has been in the financial services industry since May 2013. Phillip is registered with the state of Illinois as an Investment Advisor Representative. Phillip has Series 7 and Series 66 securities licenses, and Series 65 and SIE licenses. Phillip is a Certified Financial Planner and also offers life and fixed annuity sales.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
12/13/2018 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
IL
07/22/2015 - 06/05/2017
G.F. INVESTMENT SERVICES, LLC (OAK BROOK IL)
IL
05/23/2013 - 01/28/2015
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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