Unclaimed
Philip Charles Nuccetelli is an Investment Advisor Representative at Equitable Advisors, LLC. Philip has been in the financial services industry since 1988. Philip holds Series 6, 7, 24, 26, 63 and 66 licenses and has a wealth of experience serving individual investors, high-net-worth individuals, corporations, pension and profit sharing plans and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/05/2018 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
NJ
05/28/2008 - 06/23/2009
WELLS FARGO ADVISORS, LLC (OAKHURST NJ)
NJ
01/06/2004 - 06/17/2008
COMMERCE CAPITAL MARKETS, INC. (PISCATAWAY NJ)
TX
01/30/2003 - 01/08/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
03/09/2002 - 10/25/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
07/20/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CA
03/30/2001 - 06/29/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MN
09/20/2000 - 02/21/2001
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
TX
01/11/1999 - 09/08/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/17/1987 - 09/08/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 12/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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