Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Minni is a financial advisor with Cambridge Investment Research Advisors, Inc. Philip is a registered representative in Maryland. He is also registered as an Investment Advisor Representative in Maryland. Philip has been in the industry since May 24, 2013. He is a Series 6, 63, and 65 licensed professional. Philip is a specialist in providing financial planning and investment management services for individuals, businesses and pension plans. Philip is also experienced in providing market timing services. Philip's previous employment includes Planmember Securities Corporation, Business Management Co., Inc., BMC Insurance, LLC, and BMC Accounting Services Inc. Philip is active in the financial community and is dedicated to providing clients with personalized financial guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
04/08/2014 - Present
Cambridge Investment Research Advisors, Inc. (Frederick MD)
MD
05/02/2012 - 03/15/2013
PLANMEMBER SECURITIES CORPORATION (FREDERICK MD)
BC
Issued 06/17/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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