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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 Crosby is a financial advisor with over 40 years of experience in the industry. He joined Morgan Stanley in 2009 and has since built a strong track record of helping clients achieve their financial goals. Philip has a comprehensive understanding of the financial markets and offers a wide range of services, including financial planning, asset allocation advice, portfolio management, and investment management for businesses and individuals. Philip holds a Series 7, Series 31, Series 63 and Series 65 licenses, as well as the Series SIE designation. He is registered with the state of Alabama and Texas. Philip is committed to providing personalized and comprehensive financial advice to his clients.
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
AL
11/30/2018 - Present
Morgan Stanley (Huntsville AL)
AL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
MD
10/17/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
02/22/1980 - 10/17/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1980
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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