Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Philip is an investment advisor representative at Zacks Investment Management, Inc. Stephen has been with Zacks Investment Management, Inc. since June 2016. Before joining Zacks Investment Management, Inc., Stephen was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen holds a Series 7, Series 63 and Series 65 license. Stephen has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/03/2016 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IL
06/03/2003 - 02/28/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
NY
09/09/1992 - 01/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
11/19/1990 - 08/07/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/1990 - 08/07/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephen Philip is the right advisor for you? Invested Better is here to help.
