Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Giammarino is a financial advisor in Port Jefferson, New York with over 30 years of experience in the financial services industry. Philip is currently registered with Kestra Advisory Services, LLC and Ganim Private Wealth. Philip's experience includes working with high-net-worth individuals, businesses, retirement plans, and charitable organizations. Philip provides 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.
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.
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.
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
NY
06/07/2021 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
NY
04/08/2011 - 03/24/2020
UBS FINANCIAL SERVICES INC. (PORT JEFFERSON NY)
NY
07/01/2003 - 04/11/2011
WELLS FARGO ADVISORS, LLC (PORT JEFFERSON NY)
NY
10/26/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/20/1991 - 10/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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