ADVISOR BIO

Philip Michael Randazzo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Philip has been in the securities industry since 2016. Philip holds Series 7, 66 and SIE licenses and is registered in California and Nevada. Previously, Philip was employed at J.P. Morgan Securities LLC. Philip provides advisory services to individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Philip Debrier is a financial advisor with LPL Financial LLC, working out of the CORONA, CA office. Philip has been in the industry since June 28, 2016, and holds the Series 6, Series 26, and Series 63 licenses, along with the SIE. Philip has been registered with LPL Financial LLC since February 12, 2024. Prior to that, Philip was with Transamerica Financial Advisors, Inc. from June 29, 2016, to February 23, 2024.

SPECIALIZATIONS

ADVISOR BIO

Philip Salib is a financial professional with a focus on providing personalized investment advice and financial planning services. He has been in the industry since 2021 and has passed several exams including the Series 7, Series 66, and SIE. Philip currently works with Cuso Financial Services, LP, which offers a variety of investment services including financial planning, portfolio management, and educational seminars. Philip has experience working with individuals, businesses, and charitable organizations and is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Philip Hecker is a Registered Investment Advisor (IA) and Registered Representative (BC) with Global Retirement Partners LLC. Philip has over 8 years of experience in the financial services industry. Philip has passed the Series 7, Series 63, Series 6TO and Series 65 exams. Philip has worked for T. Rowe Price Investment Services, Inc., MML Distributors, LLC, GWFS Equities, Inc., and LPL Financial, LLC. Philip specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Philip is committed to providing his clients with personalized financial advice and guidance. Philip is also a member of the Financial Planning Association (FPA).

SPECIALIZATIONS

ADVISOR BIO

Philip Slater is an investment advisor with Ameritas Advisory Services, LLC. Philip Slater has been in the financial services industry since 2014. Philip Slater is registered in California and has a Series 7TO, Series 6, and Series 63 securities license as well as a Series 66 license. Philip Slater has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Wells Fargo Advisors, LLC. Philip Slater provides financial planning, portfolio management for businesses, and portfolio management for individuals. Philip Slater works in the Exeter, CA branch of Ameritas Advisory Services, LLC. Philip Slater also provides financial advice and insurance needs for Harvest Wealth Group.

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ADVISOR BIO

Philip Drews is a financial advisor with Wells Fargo Clearing Services, LLC. Philip has over 10 years of experience in the financial services industry. Philip has a Series 7, 6, 63 and 66 license. Philip has previously worked for J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Philip works with individuals, families, businesses and institutions. Philip provides investment consulting services to institutional clients. Philip also offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Philip Gleason is an investment advisor representative with Cetera Investment Advisers LLC. Philip has been in the industry for over 20 years and is registered in 12 states. Philip specializes in portfolio management, financial planning, and pension consulting. Philip also offers educational seminars and services to select other advisors.

SPECIALIZATIONS

ADVISOR BIO

Philip Curran is an investment advisor registered with Wells Fargo Clearing Services, LLC. Philip has been in the industry since 1991. Philip is a Certified Financial Planner and holds the Series 3, 7, and 63 licenses. Philip has been registered in 20 states, including California, Texas, Arizona, Florida, Hawaii, Idaho, Kentucky, Louisiana, Michigan, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Virginia and Washington. Philip is also registered as an Investment Advisor Representative (IAR) in California and Texas. Philip previously worked at Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Philip Hugo Fessler is a financial advisor with over 29 years of experience in the industry. Philip is currently registered with Aire Advisors, LLC. Philip's experience includes providing financial advice to both high-net-worth individuals and individuals other than high-net-worth. Philip provides portfolio management for businesses, individuals, and selection of other advisors.

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ADVISOR BIO

Philip Alan Hartwell is a financial advisor at Osaic Wealth, Inc. Philip has been in the financial services industry since 1983 and has a wide range of experience in financial planning, investment management, and insurance. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 51, and Series 63 licenses. Philip specializes in working with individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS