Philip Kersting (CRD# 7049400) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goshen, NY and has over 3 years of experience in the finance industry.
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 1255649
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | White Plains, NY | Jan 2022 - Current | 2 |
| Bruderman Brothers, LLC | Suffern, NY | Sep 2018 - Jan 2022 | 3 |
| Bruderman Asset Management, LLC | Suffern, NY | Sep 2018 - Jan 2022 | 3 |
| Combined Insurance | Newburgh, NY | Jun 2018 - Sep 2018 | < 1 |
| Grub Hub | Providence, RI | Feb 2017 - May 2018 | 1 |
| Johnson & Wales University | Providence, RI | Sep 2014 - May 2018 | 3 |
| Bruderman Asset Management | Suffern, NY | Jun 2015 - Sep 2017 | 2 |
| Warwick Valley Central School District | Warwick, NY | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
- NY
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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