Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Dedinsky is a financial advisor with over 40 years of experience in the industry. Phillip is currently registered with BFC Planning, Inc. and Securities America, Inc. Phillip has a wide range of experience, including working with individuals, businesses, and charitable organizations. Phillip is also a registered Investment Advisor Representative in Minnesota. Phillip specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
05/24/2024 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
MN
11/27/2017 - 06/03/2024
SECURITIES AMERICA, INC. (NORTH MANKATO MN)
MN
12/24/1996 - 11/28/2017
SII INVESTMENTS, INC. (NORTH MANKATO MN)
IA
03/15/1994 - 10/30/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
07/07/1983 - 03/18/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
NA
12/27/1978 - 07/25/1983
DAIN, BOSWORTH INCORPORATED
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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