Unclaimed
Philip Pascarella is a financial advisor currently working at Benjamin F. Edwards & Company, Inc. Philip Pascarella has more than 20 years of experience in the financial services industry. Philip Pascarella is registered with FINRA and is also a Registered Investment Advisor.
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.
1
2
MO
11/29/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 07/03/2013
WELLS FARGO ADVISORS, LLC (MORRISTOWN NJ)
NJ
08/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORRISTOWN NJ)
TX
04/09/2007 - 08/30/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/04/2006 - 04/09/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/01/2005 - 10/04/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
10/23/2000 - 06/13/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
03/01/1995 - 10/06/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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