Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Anthony Buccini is an active investment advisor representative and broker-dealer agent. Philip has been in the financial services industry since 1998. Currently, Philip is registered with Oppenheimer & Co. Inc. in Wyandotte, Michigan. Previously, Philip was registered with FIRST OF MICHIGAN CORPORATION in Detroit, Michigan. Philip holds licenses for Series 7, Series 63, and Series 65. In addition, Philip holds the Securities Industry Essentials (SIE) certification. Philip specializes in providing investment advice and portfolio management services to individuals, corporations, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
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
MI
05/28/2020 - Present
Oppenheimer & Co. Inc. (WYANDOTTE MI)
MI
12/16/1998 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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