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 Danna is a financial professional with over 30 years of experience in the financial services industry. Currently, Philip is registered with Calton & Associates, Inc. in Tampa, Florida. Previous employers include Newbridge Securities Corporation, Cambridge Investment Research, Inc., G.F. Investment Services, LLC, Princor Financial Services Corporation, Kovack Securities Inc., Nationwide Securities, Inc., and 1717 Capital Management Company. Philip holds FINRA Series 7, 24, 63, and 79TO licenses, and the SIE designation. Philip specializes in individual and business financial planning, pension consulting, and portfolio management.
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
FL
01/18/2022 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
02/11/2021 - 11/18/2021
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
07/19/2018 - 09/02/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sarasota FL)
FL
04/20/2012 - 11/15/2016
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
FL
08/25/2011 - 10/07/2011
PRINCOR FINANCIAL SERVICES CORPORATION (MIRAMAR FL)
FL
11/17/2010 - 07/25/2011
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
FL
03/02/2007 - 08/18/2010
KOVACK SECURITIES INC. (FORT LAUDERDALE FL)
FL
04/11/2003 - 03/07/2007
NATIONWIDE SECURITIES, INC. (BOCA RATON FL)
DE
06/25/2002 - 11/06/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
04/09/2001 - 06/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/2001 - 06/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
07/06/1998 - 04/06/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
12/23/1996 - 01/05/1998
GRIFFIN FINANCIAL SERVICES
FL
02/21/1995 - 01/09/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
10/25/1993 - 02/17/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
MA
01/28/1993 - 04/29/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/27/1993 - 04/29/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/30/1990 - 12/03/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/30/1990 - 12/03/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/21/1987 - 12/31/1988
GLOBAL CAPITAL INVESTORS CORPORATION
NA
06/23/1986 - 03/25/1987
EASTER KRAMER GROUP SECURITIES, INC.
NA
06/12/1985 - 05/22/1986
AMERIMUTUAL CORPORATION
NA
01/19/1981 - 05/20/1985
E. F. HUTTON & COMPANY INC
BC
Issued 04/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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