Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Felice is an investment advisor representative with T. Rowe Price Associates, Inc. Philip has been in the industry for over 11 years and has passed several FINRA exams. Philip has worked previously with AIG Capital Services, Inc., Aquila Distributors LLC and Global Capital Securities Corporation. Philip is registered with FINRA and has state securities registrations in all 50 states. Philip specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
02/13/2024 - Present
T. Rowe Price Associates, Inc. (Owings Mills MD)
NY
08/20/2020 - 11/17/2023
AQUILA DISTRIBUTORS LLC (NEW YORK NY)
NJ
05/03/2012 - 08/05/2020
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
04/26/2001 - 05/11/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2001
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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