Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillis? Claim Your ProfilePhillis Pilvinis is a financial advisor with Strategic Wealth Investment Group, LLC. Phillis has been a registered Investment Advisor Representative since 2006. Prior to joining Strategic Wealth Investment Group, LLC, Phillis worked at PSP & ASSOCIATES, PSP FINANCIAL SERVICES LLC, and PARAMOUNT FINANCIAL ADVISORS II, LLC. Phillis has experience with the sale of life insurance, annuities, long-term care, and estate planning. Phillis is dedicated to providing clients with personalized financial advice and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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KY
04/26/2022 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
MN
09/08/2004 - 05/16/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
05/21/2001 - 10/09/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
AZ
11/27/2000 - 11/28/2000
ARIZONA CAPITAL GROUP, INC. (SCOTTSDALE AZ)
AZ
08/22/2000 - 11/27/2000
SIMMONS & BISHOP CO. INC. (SCOTTSDALE AZ)
NY
03/04/1998 - 05/17/2000
MARK SECURITIES, INC. (PELHAM MANOR NY)
MA
06/21/1982 - 04/06/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/21/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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