Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Ippolito is a financial advisor registered with Castleoak Securities, LP. Philip has been working in the securities industry since 1986. He holds a Series 7, Series 63, Series 27 and Series 99TO licenses, and is registered with the states of Massachusetts, New York, North Carolina and Texas. Philip is located in the New York branch office of Castleoak Securities, LP.
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.
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.
1
2
NY
04/05/2006 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
01/09/2006 - 04/07/2006
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
02/02/1994 - 01/09/2006
BLAYLOCK & COMPANY, INC. (NEW YORK NY)
NA
04/23/1986 - 02/08/1994
BROUNOFF, CLAIRE & CO., INC.
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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