PO
ChFC
PO
ChFC
Philip Olstein is a ChFC-designated registered investment advisor, based in Ocala, FL, with 41 years of industry experience.
Location
201 SW 2nd Street, Suite #101, Ocala, FL, 34471
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2022Withdrawn
Customer Dispute
March 2015Settled
Other Business ActivitiesSells Insurance
Philip co-owns 3 Ocala Investments, is an insurance agent selling various insurance products, is a board member for Flipsetter Inc., and works full-time as a registered representative with Olstein Financial Group. His insurance sales take a few hours per week.
Employment History
Current Registrations
Kestra Advisory Services, LLC
February 2025 - Present · 1 yr 5 mos
Kestra Investment Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Principal Securities, INC.
August 1998 - February 2025 · 26 yrs 6 mos
Principal Securities, INC.Broker
October 1984 - February 2025 · 40 yrs 4 mos
State Registrations17 states
AZCTFLGAMAMDMNMONCNYOHOKPASCTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.