Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Herbert Phillips has been a registered advisor since 1984. William is a Certified Financial Planner and has a wide range of experience in financial planning and wealth management. William is currently affiliated with Global Retirement Partners LLC. William is also affiliated with several other businesses including Creative Strategies Consulting Services LLC, Creative Financial Strategies, Hub International, and Creative Financial Strategies, a Hub Intl Co. He has been working with clients in the areas of financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
SC
07/17/2024 - Present
Global Retirement Partners LLC (Columbia SC)
SC
07/11/2003 - 07/17/2024
OSAIC FS, INC. (COLUMBIA SC)
NY
11/03/2000 - 07/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
03/02/1984 - 10/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/25/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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