Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Thomas Robertson is a registered representative with Harris Williams, a firm located in Richmond, VA. Phillip holds the Series 79TO and SIE licenses and is registered in Virginia and New York. Phillip joined Harris Williams in July of 2021. Prior to joining Harris Williams, Phillip does not have any publicly reported past employment or registrations.
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.
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.
1
2
VA
07/24/2021 - Present
Harris Williams (RICHMOND VA)
BC
Issued 06/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Phillip Robertson is the right advisor for you? Invested Better is here to help.
