Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bensley is a financial advisor with over 20 years of experience in the industry. Philip is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2010. Previously, Philip worked with several firms including Auerbach Grayson & Company Incorporated, AXES, LLC, Michael P. O'Keefe Inc., and J.P. Morgan Securities Inc. Philip specializes in providing financial planning, investment management, and asset allocation services to individuals, businesses, corporations, trusts and estates, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
09/23/2013 - Present
Ameriprise Financial Services, LLC (OXFORD CT)
NY
01/28/2009 - 07/17/2009
AUERBACH GRAYSON & COMPANY INCORPORATED (NEW YORK NY)
NY
10/23/2007 - 01/26/2009
AXES, LLC (NEW YORK NY)
NY
05/15/2002 - 10/05/2007
MICHAEL P. O'KEEFE INC. (NEW YORK NY)
NY
05/01/2001 - 02/27/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/23/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/29/1999 - 03/28/2001
ROBERT FLEMING INC. (NEW YORK NY)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/03/2002
Series 25 - NYSE Trading Assistant Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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