Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Alan Geleta is an Investment Advisor Representative with The Ayco Company, LP. Philip Alan Geleta is registered with the state of New York. Philip Alan Geleta previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Philip Alan Geleta holds a Series 66 license. Philip Alan Geleta also holds a Series 7TO license. Philip Alan Geleta also holds a SIE license. Philip Alan Geleta is licensed for 25 years. Philip Alan Geleta has experience in securities and investment advisory. Philip Alan Geleta specializes in providing financial planning services to individuals and families, corporations and other businesses, and charitable organizations. Philip Alan Geleta is licensed to provide investment advice in the following areas: security ratings, portfolio management, financial planning, educational seminars, publication of periodicals, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/14/2024 - Present
THE Ayco Company, LP (COHOES NY)
NY
10/17/2022 - 03/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELMAR NY)
BOTH
Issued 11/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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