Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Sartori is a financial advisor with over 35 years of experience in the financial industry. He is currently registered with LPL Financial LLC and has been with the firm since June 2005. Philip has a wide range of experience in the financial industry, including experience with The O.N. Equity Sales Company, Signator Investors, Inc., New England Securities, John Hancock Mutual Life Insurance Company, and John Hancock Distributors, Inc. Philip has also held licenses for both securities and investment advisory. Philip is a licensed financial advisor in Florida, Maine, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Vermont and Washington.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/26/2006 - Present
LPL Financial LLC (LEXINGTON MA)
OH
05/02/2002 - 06/16/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
05/18/2001 - 05/03/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
09/23/1994 - 04/02/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/27/1985 - 08/12/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/27/1985 - 09/19/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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