Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Masi is a financial advisor with over 30 years of experience in the industry. He is currently registered with Integrated Wealth Concepts LLC. Philip has a diverse background, having worked for several prominent financial institutions including Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. He holds multiple licenses and certifications, including the Series 6, Series 7, and Series 63. He is also a Certified Financial Planner. Philip Masi provides a comprehensive range of financial services to individuals, families, and businesses, specializing in retirement planning, investment management, and wealth management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
CT
01/14/2022 - Present
Integrated Wealth Concepts LLC (Danbury CT)
CT
12/09/2003 - 12/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (DANBURY CT)
IN
12/09/2003 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
09/11/1992 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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