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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 is a financial advisor who has been in the industry since 1991. Phyllis Nye is registered with Cetera Investment Advisers LLC and has branch office locations in Shippensburg, PA. Phyllis Nye is also registered with the state of Pennsylvania as an investment advisor representative. Phyllis Nye is a Certified Financial Planner. Phyllis Nye has a total of 25 years of experience in the financial services industry. Phyllis Nye has previously worked at T.H.E. FINANCIAL GROUP, LTD, DEAN WITTER REYNOLDS INC., and MERIDIAN SECURITIES, INC. Phyllis Nye has a diverse background in the financial services industry and is committed to providing her clients with the best possible service.
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 2/4/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/1993
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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