Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Pinkey is a financial advisor at Fidelity Personal And Workplace Advisors. Philip has been in the financial services industry since 2006. Philip has a wide range of experience in the industry, including working with a variety of clients, including individuals, families, businesses, and retirement plans. Philip is dedicated to helping clients achieve their financial goals, whether it be saving for retirement, investing for their children's education, or planning for their future.
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.
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.
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
NJ
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
DC
02/09/2012 - 07/07/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MD
10/13/2010 - 12/02/2011
FSC SECURITIES CORPORATION (ROCKVILLE MD)
VA
07/06/2010 - 10/13/2010
NAVY FEDERAL BROKERAGE SERVICES, LLC (SPRINGFIELD VA)
VA
08/28/2009 - 06/29/2010
CENTAURUS FINANCIAL, INC. (LEESBURG VA)
VA
11/29/2007 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
09/13/2005 - 09/21/2007
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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