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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Holstrom is an investment advisor representative with Retirement Plan Advisors, LLC and is registered in Ohio, Indiana, and Kentucky. Phillip has over 20 years of experience in the financial services industry. Phillip has worked with many firms over the years including Allstate Financial Services, LLC, PNC Investments, Signator Investors, Inc. and Genworth Financial Securities Corporation. Phillip is a Series 6 and Series 63 registered representative with the Financial Industry Regulatory Authority (FINRA). Phillip also holds the Series 65 license, which is required to provide investment advice. Phillip is committed to helping clients reach their financial goals. Phillip specializes in financial planning, retirement planning, and investment management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/01/2022 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
OH
07/15/2016 - 06/01/2022
ALLSTATE FINANCIAL SERVICES, LLC (Cincinnati OH)
OH
06/29/2015 - 06/21/2016
PNC INVESTMENTS (CINCINNATI OH)
OH
11/06/2012 - 06/22/2015
SIGNATOR INVESTORS, INC. (MIAMITOWN OH)
OH
04/19/2011 - 10/24/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (CINCINNATI OH)
OH
04/10/2002 - 04/04/2011
ALLSTATE FINANCIAL SERVICES, LLC (CINCINATI OH)
NJ
08/21/2000 - 04/24/2002
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
GA
01/24/2000 - 09/01/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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