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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Edward Clippinger is a financial advisor with over 20 years of experience in the industry. Philip is currently registered with Morgan Stanley, a large brokerage firm headquartered in Purchase, NY. Before joining Morgan Stanley, Philip worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UST Financial Services Corp., and J.P. Morgan Securities Inc. Philip has a broad range of experience working with a wide array of clients, including high-net-worth individuals, corporations, and institutional clients. Philip is licensed to provide securities and investment advisory services in many states and holds licenses in Series 7 and Series 66 examinations, as well as the Securities Industry Essentials (SIE) exam.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/29/2023 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
03/18/2003 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NY
06/22/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
10/22/1998 - 02/01/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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