Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pratt? Claim Your ProfilePratt Dashiell Phillips is a financial advisor registered with Truist Advisory Services, Inc.. Pratt has been a registered representative since August 13, 1999. Pratt's areas of expertise include financial planning, portfolio management for individuals and businesses, and financial profiling services. Pratt is also registered with the state of Georgia as an Investment Advisor Representative.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
03/14/2017 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
08/13/1999 - 10/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
08/13/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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