PHILIP ALAN GOLDSTEIN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with 1ST FINANCIAL INVESTMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| 1ST FINANCIAL INVESTMENT, INC. | 2016-05-06 | present | Yes |
| VERE GLOBAL WEALTH MANAGEMENT | 2016-04-14 | 2025-08-11 | — |
| KALOS MANAGEMENT | 2011-06-03 | 2014-02-14 | — |
| WFG ADVISORS, LP | 2011-03-07 | 2011-07-07 | — |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 2004-10-08 | 2011-03-08 | — |