Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Clesi is a financial advisor with General Securities Corp., licensed in Louisiana. Philip began his career in the financial services industry on May 24, 1993 and has experience in Investment Company Products/Variable Contracts Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Philip has been registered with General Securities Corp. since February 9, 2022. Prior to joining General Securities Corp., Philip was registered with AVANTAX INVESTMENT SERVICES, INC., LPL FINANCIAL LLC, and NATIONAL PLANNING CORPORATION.
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.
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2
MO
02/09/2022 - Present
General Securities Corp. (NORTH KANSAS CITY MO)
LA
10/25/2018 - 02/08/2022
AVANTAX INVESTMENT SERVICES, INC. (Gretna LA)
LA
11/29/2017 - 11/12/2018
LPL FINANCIAL LLC (GRETNA LA)
LA
05/25/1993 - 11/29/2017
NATIONAL PLANNING CORPORATION (GRETNA LA)
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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