Philip Olstein (CRD# 1303035) is an Investment Advisor Representative working at Principal Securities, Inc. in Ocala, FL and has over 29 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Ocala, FL | Mar 2016 - Current | 8 |
| Principal Life Insurance | Ocala, FL | Jul 1998 - Current | 25 |
| Olstein Zutlas, LLC | Ocala, FL | Sep 2017 - Jan 2021 | 3 |
| Princor Financial Services Corporation | Ocala, FL | Aug 1984 - Mar 2016 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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