Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Warren Grodnick is an investment advisor representative with Minneapolis Portfolio Management Group, LLC. Phillip has been in the industry for over 40 years. Phillip has a Series 3, Series 15, and Series 63 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
MN
06/29/2004 - Present
Minneapolis Portfolio Management Group, LLC (Wayzata MN)
MO
07/01/2003 - 04/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/31/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/13/1994 - 04/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/19/1988 - 12/09/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/12/1983 - 02/10/1988
E. F. HUTTON & COMPANY INC
NA
09/15/1978 - 10/14/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/24/1978 - 09/21/1978
DEAN WITTER REYNOLDS INC.
NA
12/08/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
08/13/1975 - 12/08/1976
PIPER, JAFFRAY & HOPWOOD INCORPORATED
NA
08/03/1975 - 08/13/1975
PIOER JAFFRAY & HOPWOOD INCORPORATED
NA
11/28/1967 - 05/30/1975
LOEWI & CO., INCORPORATED
NA
06/17/1963 - 03/23/1972
SELECTED INVESTMENTS
IA
Issued 09/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/16/1967
Series 40 - Registered Principal Examination
BC
Issued 01/31/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/23/1962
Series 000 - General Securities Principal Examination
BC
Issued 06/23/1959
Series 1 - Registered Representative Examination
Active
Inactive
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