Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savannah? Claim Your ProfileSavannah Phillips is a financial advisor with Cetera Investment Advisers LLC. She has been in the industry since 2018 and is registered with the state of Texas. Savannah has a Series 7, Series 63 and Series 65 license and is experienced in providing financial planning, portfolio management, and pension consulting. In addition to her work with Cetera Investment Advisers LLC, Savannah also owns and operates Phillips Investments, LLC. She is committed to providing personalized financial guidance and 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.
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2
TX
05/16/2024 - Present
Cetera Investment Advisers LLC (MOUNT VERNON TX)
TX
04/07/2020 - 04/18/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mount Vernon TX)
TX
03/20/2019 - 12/26/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TYLER TX)
MO
01/12/2018 - 03/28/2018
EDWARD JONES (ST. LOUIS MO)
IA
Issued 6/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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