Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Comer is a financial advisor at Lincoln Investment, specializing in providing financial advice to individuals, businesses, and high-net-worth clients. Philip's expertise spans various financial planning services, including portfolio management, investment advisory, and retirement planning. Philip Comer is a registered representative with FINRA and a registered investment advisor in several states, including Pennsylvania, North Carolina, and New York. Philip has been in the financial industry since 2017 and is a highly knowledgeable professional, committed to providing personalized financial solutions for clients.
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.
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.
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2
PA
02/26/2021 - Present
Lincoln Investment (Fort Washington PA)
NJ
08/10/2017 - 05/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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