Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Cupo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennington, NJ. Philip has been a registered representative since July 2008 and is a registered investment advisor representative in New Jersey and Texas. Philip is also a registered principal in New Jersey. Philip has been working in the financial services industry since October 2008. Philip holds several securities licenses and is also a registered investment advisor representative in New Jersey and Texas. Prior to joining Merrill Lynch, Philip worked as an advisor for AXA Advisors, LLC in Marlton, NJ. Philip's specializations include investments, retirement planning, estate planning, college savings and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
08/18/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
07/21/2008 - 05/19/2009
AXA ADVISORS, LLC (MARLTON NJ)
BOTH
Issued 08/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Philip Cupo is the right advisor for you? Invested Better is here to help.
