Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Roberts is an investment advisor representative with Bleakley Financial Group, LLC. Philip has been in the industry since 1996 and has worked for several other firms, including Goldman, Sachs & Co. and UST Securities Corp. Philip is a licensed insurance agent.
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.
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.
Non-investment consulting/implementation services
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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NJ
06/29/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NY
05/31/2007 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/01/2002 - 05/22/2007
UST SECURITIES CORP. (NEW YORK NY)
NY
09/08/2000 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
08/28/1998 - 08/28/1998
ARCADIA SECURITIES, LLC (NEW YORK NY)
NY
07/25/1996 - 08/19/1998
DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)
BOTH
Issued 03/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/24/2008
Series 3 - National Commodity Futures Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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