Unclaimed
Philip Demarco is a registered investment advisor representative with PNC Investments. Philip has been in the financial industry since 2004. Philip's career has included employment with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Philip holds the Series 7, Series 66, and SIE licenses. Philip specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/07/2006 - Present
PNC Investments (MANASQUAN NJ)
NJ
03/30/2006 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MN
11/11/2004 - 03/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/11/2004 - 03/15/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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