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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Venanzi is a financial advisor with Fort Pitt Capital Group, LLC, a firm that has a strong presence in the Pittsburgh area. Philip Venanzi is a Certified Financial Planner and has experience in the financial industry working with a variety of clients, including individuals, corporations, and charitable organizations. Philip Venanzi is well-versed in both individual and business financial planning. Philip Venanzi has worked in the financial industry for over 7 years, with experience at firms such as Equitable Advisors, LLC and Allegheny Investments, Ltd.. Philip Venanzi is a Registered Investment Advisor (RIA) in Pennsylvania and is committed to providing his clients with comprehensive financial advice and services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions
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2
PA
01/03/2023 - Present
Fort Pitt Capital Group, LLC (PITTSBURGH PA)
PA
10/25/2021 - 11/09/2022
EQUITABLE ADVISORS, LLC (PITTSBURGH PA)
PA
05/22/2019 - 10/12/2021
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
05/07/2018 - 03/06/2019
VOYA FINANCIAL ADVISORS, INC. (BRIDGEVILLE PA)
PA
10/31/2016 - 01/23/2017
THRIVENT INVESTMENT MANAGEMENT INC. (WEXFORD PA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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