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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Nye has been a financial professional since December 1991. Phyllis is currently registered with Cetera Investment Advisers LLC and is licensed in 24 states including Pennsylvania, Texas, and California. Prior to joining Cetera Investment Advisers LLC, Phyllis was a financial advisor at T.H.E. FINANCIAL GROUP, LTD, Dean Witter Reynolds Inc., and Meridian Securities, Inc. Phyllis offers a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Phyllis is committed to helping clients achieve their financial goals.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (SHIPPENSBURG PA)
PA
08/31/1994 - 04/30/2003
T.H.E. FINANCIAL GROUP, LTD (MECHANICSBURG PA)
NY
01/30/1993 - 09/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/12/1991 - 01/18/1993
MERIDIAN SECURITIES, INC.
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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