Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Sutherland is a registered investment advisor representative with PFS Investments Inc.. Phillip has been in the securities industry for over 10 years and holds both Series 63 and Series 65 licenses. Phillip has experience in providing financial advice to a variety of clients, including individuals, corporations and charitable organizations. Phillip has been registered with PFS Investments Inc. since 2016.
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.
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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2
MO
03/21/2016 - Present
PFS Investments Inc. (SPRINGFIELD MO)
IA
Issued 03/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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