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RBC Capital Markets, LLC | CFP ® (Certifications)

location

CONCORD, NH

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Philip Keller is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Philip has been in the securities industry for over 20 years and is a Certified Financial Planner. Philip has a broad range of experience in providing financial planning and investment management services to individuals, families, corporations, and institutions. Philip is also a registered representative and investment advisor representative in a number of states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

HOUSTON, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Philip Michael Armes is a registered representative with Northern Trust Securities, Inc., having joined the firm in 2017. Philip has been active in the financial industry since 2015. Before joining Northern Trust Securities, Inc., Philip was registered with J.P. MORGAN SECURITIES LLC. Philip holds Series 63, Series 7 and SIE licenses. Philip is licensed to provide investment advice and securities brokerage services in Texas. Philip specializes in Retirement Planning, Asset Allocation, Mutual Funds, ETFs and Fixed Income.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Philip Salem is a securities professional with over 20 years of experience in the financial industry. Philip is a Principal registered with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Philip has a wide range of experience in various financial markets, including investment banking and securities. He is also a registered representative with Goldman Sachs & Co. LLC, specializing in investment banking, securities, and investment management. Philip holds the Series 7, Series 24, and Series 79TO licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Walnut Creek, CA

0 Disclosures

ADVISOR BIO

Philip Aglubat Quitoriano is a financial advisor with Mariner Wealth Advisors in Walnut Creek, CA. Philip has been in the financial industry since 2010 and has a strong background in financial planning, portfolio management, and retirement planning. He is a Certified Financial Planner and holds a Series 6, Series 7, Series 63, and Series 66 license. Prior to joining Mariner Wealth, Philip worked at WELLS FARGO ADVISORS, LLC and Chase Investment Services Corp. Philip is passionate about helping individuals and families achieve their financial goals. He takes a personalized approach to financial planning and works closely with clients to develop strategies that meet their unique needs and objectives.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Welcy Capital Advisors LLC

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Philip Henriquez schemel is a licensed Investment Advisor Representative with Welcy Capital Advisors LLC, a Registered Investment Advisor based in Miami, Florida. Philip has been in the financial industry since 2004 and has a wide range of experience in the Latin American markets. Philip is a member of the Board of Directors for several companies, including Cerámicas Carabobo S.A.C.A, Banco BanCaribe, LWIM Ltd., LW Casa de Valores S.R.L., LW Principal Advisors Ltd., LW LATAM Partners, LLC, BanCaribe Curacao Bank, and Baranka SA. Philip has a Series 65 license and provides a variety of advisory services, including portfolio management for individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
FINANCIAL CONSULTING: DUE DILIGENCE ON CREDIT WORTHINESS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

SAN FRANCISCO, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Philip Hans Ames is a registered representative with Goldman Sachs & Co. LLC. Philip has been in the industry since 2007 and has a Series 3, Series 7, Series 57TO and Series 66 licenses. Philip Hans Ames is registered in 53 states. Philip is a specialist in a variety of areas, including: equities, fixed income, options, mutual funds, variable annuities, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

SWS Partners, LLC

location

COLUMBUS, OH

0 Disclosures

ADVISOR BIO

Philip Eugene Kessler is a registered investment advisor representative in Ohio and Texas. Philip has been a registered representative in the securities industry since August 2008. Philip has a strong background in portfolio management and financial planning. Philip is currently affiliated with SWS Partners, LLC. Philip holds both a Series 7 and a Series 31 license and the Series 66 Uniform Combined State Law Examination.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
DATA AGGREGATION & REPORTING FOR FAMILY OFFICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Philip Louis Corbo is a registered representative with Stifel, Nicolaus & Company, Inc.. Philip is a securities professional with over 5 years of experience in the industry. Philip has held previous positions at Blue Ocean ATS, Speedroute LLC and TZERO ATS, LLC. Philip is licensed to sell securities in Connecticut and New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SEATTLE, WA

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Philip Duane Tom is a financial advisor with RBC Capital Markets, LLC in Seattle, WA. Philip has been in the financial services industry since April 1983. Prior to joining RBC Capital Markets, LLC Philip worked at WELLS FARGO ADVISORS, LLC. Philip has a Series 63, Series 65, Series 3, Series 7, and SIE license. Philip specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Captrust | CFP ® (Certifications)

location

Brentwood, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Philip Shands Henninger is a financial advisor with Captrust, a firm based in Raleigh, North Carolina. Philip holds a Series 7, Series 66, and SIE license and has been a Registered Representative for more than 9 years. Philip is also a Certified Financial Planner. Philip is registered to provide investment advice in Tennessee and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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