Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Coombe is a financial advisor with LPL Financial LLC. Philip has been in the financial services industry since 1984. Philip holds Series 6, 7, 24, 28, 63, 66, 99TO, and SIE licenses and is a Certified Financial Planner. Philip is also registered as a broker-dealer in Florida, New Jersey, New York, North Carolina, Pennsylvania, and Vermont. Philip's previous experience includes working at 1717 CAPITAL MANAGEMENT COMPANY in Newark, DE. In addition to Philip's work as a financial advisor, Philip is also involved in other business activities, including real estate rental and insurance sales.
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.
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2
NY
10/01/2024 - Present
LPL Financial LLC (ELLENVILLE NY)
DE
02/01/1984 - 04/18/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 08/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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