Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip William Michals is a registered representative with A.g.p. / Alliance Global Partners in New York, NY. Phillip has been in the securities industry since 2006. Phillip has passed multiple industry exams including the Series 63, Series 65, Series 24, Series 7, and Series 99. Phillip has experience with both individual and business clients and is also a registered investment advisor. Prior to joining A.g.p. / Alliance Global Partners, Phillip worked at AEGIS CAPITAL CORP. In addition to Phillip's work at A.g.p. / Alliance Global Partners, Phillip is also a partner in several businesses including RGM Group LLC and Alliance Global, LLC. Phillip is also a member of the Board of Directors of Manhattan Bridge Capital, Inc., a publicly traded company.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
05/31/2023 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
06/04/2012 - 02/01/2019
AEGIS CAPITAL CORP. (NEW YORK NY)
BC
Issued 05/17/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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