Philip Agisim
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Philip Agisim was a registered financial professional .
Philip is a previously registered financial professional and started their career in finance in 1986. Philip had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 18, 2010 - February 13, 2018
TREVOR, COLE, REID, & MONROE, INC.
December 20, 2005 - October 30, 2008
OBSIDIAN FINANCIAL GROUP, LLC
February 15, 1989 - June 7, 1993
CAMERON PHILLIPS SECURITIES GROUP, INC.
April 23, 1986 - November 30, 2005
TREVOR, COLE, REID, & MONROE, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
TREVOR, COLE, REID, & MONROE, INC.
CRD#: 11065 / SEC#: , 8-27543
Contact information
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
