Unclaimed
Philip Antonides is a financial professional with over 26 years of experience in the industry. Philip currently works at LPL Financial LLC, where he has been registered since May 2015. Philip has a diverse background, having previously worked at BNY Mellon Capital Markets, LLC, Knight Capital Americas LLC, Knight Capital Americas, L.P., First New York Securities L.L.C., MPS Global Securities, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Wachovia Capital Markets, LLC. Philip holds Series 7, Series 55, Series 57TO, and SIE licenses. Philip is registered in North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/07/2015 - Present
LPL Financial LLC (FORT MILL SC)
NY
03/21/2013 - 11/07/2014
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
CT
07/02/2012 - 03/15/2013
KNIGHT CAPITAL AMERICAS LLC (GREENWICH CT)
CT
06/25/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)
NY
03/21/2011 - 02/10/2012
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
12/08/2010 - 03/01/2011
MPS GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
06/01/2009 - 12/08/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
05/31/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
07/12/2004 - 03/24/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
02/06/1995 - 06/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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