Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Baldassari is a financial advisor with over 40 years of experience in the industry. Philip is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Philip has been active in the financial industry since 1980 and has held various roles at firms such as Boenning & Scattergood, Inc., UVEST Financial Services Group, Inc., Philadelphia Corporation for Investment Services, W. H. Newbold's Son & Co./Hopper Soliday & Co., Inc., and Hopper Soliday & Co., Inc. Philip holds Series 7, Series 63 and SIE licenses. Philip is also a Chartered Financial Analyst. Philip serves a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and investment clubs.
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
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
01/23/2009 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
01/30/2007 - 01/23/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WAYNE PA)
PA
06/01/1989 - 01/31/2007
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
NA
05/01/1989 - 07/03/1989
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NA
02/16/1980 - 05/01/1989
HOPPER SOLIDAY & CO., INC.
BC
Issued 04/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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