Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Cirelli is a financial professional with over five years of experience in the securities industry. Carl is currently registered with PHX Financial, Inc. and is licensed to conduct business in 26 states. Carl holds the Series 7, Series 63, and SIE licenses. Carl has worked in the financial services industry since 2018. Before joining PHX Financial, Inc., Carl worked at National Securities Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
05/05/2021 - Present
PHX Financial, Inc. (NEW YORK NY)
NY
03/01/2018 - 05/21/2021
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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