Philip
Goldstein
Vere Global Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Philip Goldstein is a financial advisor based in Collierville, Tennessee, working with Vere Global Wealth Management. Philip has previously held positions at 1St Financial Investments Inc, College Planning Services, Inc, Social Security Consultants, Inc, Bariatric Solutions For Life, Vere Asset Management, Inc, Vere Global Private Asset Management, Palomar Financial Services, The Revolution Fmo, 1St Financial Investment, Inc, Ne Pa Financial Group, G.P, 1St Financial Tax Services, LLC, 1St Financial Safeguard, Co, Financial Education Partnership, Eca Marketing, Inc, Society For Financial Awareness, Simplicity Group Insurance, and Lifetime Income 4 You, Inc. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Philip is part of Vere Global Wealth Management.
Certifications and Registrations
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Philip Goldstein Work History
Simplicity Group Insurance
Lifetime Income 4 You, Inc
Society For Financial Awareness
1St Financial Tax Services, LLC
1St Financial Safeguard, Co
Ne Pa Financial Group, G.P
Vere Asset Management, Inc
Vere Global Private Asset Management
1St Financial Investment, Inc
Bariatric Solutions For Life
Social Security Consultants, Inc
College Planning Services, Inc
1St Financial Investments Inc
Financial Education Partnership
Eca Marketing, Inc
Palomar Financial Services
The Revolution Fmo
Disclosures
Please visit the SEC profile of Philip Goldstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
