Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bongiorno is an investment advisor representative who has been working in the financial services industry since 1983. Philip is registered with Iams Wealth Management, LLC and has previously worked at Lincoln Financial Securities Corporation, New England Securities, Equity Services, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Philip holds a Series 6 and Series 63 license. Philip has worked in Colchester, VT, Stowe, VT, Newark, NJ, Elkhorn, NE, and Kentwood, MI. Philip is also a Chartered Financial Consultant.
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.
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.
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.
Solicitor fees from other advisers; percentage of plan assets
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2
VT
04/06/2017 - Present
Iams Wealth Management, LLC (STOWE VT)
VT
04/01/2010 - 11/02/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (STOWE VT)
VT
03/07/2007 - 04/08/2010
NEW ENGLAND SECURITIES (COLCHESTER VT)
VT
02/09/2000 - 03/06/2007
EQUITY SERVICES, INC. (COLCHESTER VT)
NJ
02/15/1983 - 02/04/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/22/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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