Unclaimed
Kevin Patrick Phillips is a financial professional with over 4 years of experience in the industry. Kevin is currently registered with Nylife Securities LLC as a Registered Representative. Kevin is licensed in Pennsylvania and holds the Series 63, Series 66, Series 7, and SIE exams. Kevin was previously employed at JANNEY MONTGOMERY SCOTT LLC.
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.
1
2
PA
01/11/2024 - Present
Nylife Securities LLC (WAYNE PA)
DE
07/17/2019 - 07/27/2020
JANNEY MONTGOMERY SCOTT LLC (Greenville DE)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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