Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Scavo is a financial advisor at Charles Schwab & CO., Inc., a large firm with over $50 billion in assets under management. Phillip has been in the industry since July 2020. Phillip is a Certified Financial Planner® and offers financial planning services, as well as portfolio management services. Phillip is registered in Arizona, California and a number of other states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
12/13/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/13/2020 - 12/01/2021
MORGAN STANLEY (GILBERT AZ)
AZ
07/08/2020 - 11/05/2020
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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