Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Vigil is a financial advisor with over 20 years of experience in the industry. Phillip has a strong background in financial planning and portfolio management, and he is dedicated to providing his clients with personalized advice and guidance. Phillip is currently registered with Osage Pacific Advisors, Inc., and has previously been affiliated with Finance 500, Inc.. Phillip holds several industry licenses, including Series 7, Series 24, Series 51, and Series 63. Phillip is also a Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
11/18/2024 - Present
Osage Pacific Advisors, Inc. (LAGUNA HILLS CA)
CA
03/10/1999 - 07/01/2016
FINANCE 500, INC. (IRVINE CA)
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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