Philip Grimm
Case Planner @Sigma Financial Corporation
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WORK HISTORY
Case Planner @Sigma Financial Corporation
As a Case Planning Professional with Sigma Financial and Parkland Securities, I work with registered reps to help design financial planning solutions to meet their clients needs. I handle areas such as o Portfolio Analysiso Portfolio Allocationso Alternative Investmentso Fixed Income Solutionso Due DiligenceSecurities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
EDUCATION
Concordia University Ann Arbor
Masters Degree, Organizational Leadership and Administration
ABOUT PHILIP GRIMM
Case Planner with Sigma Financial and Parkland Securities focused on Financial Planning | Investments | Wealth Mgmt
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