Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip McConkey is a financial professional with over 20 years of experience in the securities industry. Philip has a strong track record of success in providing investment advice and managing client portfolios. Philip is currently registered with Academy Securities, Inc. He is also a Registered Representative and General Securities Principal. Previously, Philip was employed at Point Capital Markets, LLC, FTN Equity Capital Markets Corp., Deutsche Bank Securities Inc., GGET, LLC., Garban Corporates LLC and Gerard Klauer Mattison & Co., Inc. Philip holds a Series 7, Series 55, Series 63, Series 24, Series 52TO, Series 57TO, Series 72, Series 99TO, and SIE licenses. Philip is licensed to provide investment advice in California, Florida, New York, Oregon, Texas, and Washington.
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
CA
04/14/2011 - Present
Academy Securities, Inc. (Del Mar CA)
NY
09/09/2010 - 04/26/2011
POINT CAPITAL MARKETS, LLC (NEW YORK NY)
NY
03/09/2007 - 05/18/2009
FTN EQUITY CAPITAL MARKETS CORP. (NEW YORK NY)
CA
07/13/2006 - 03/13/2007
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
12/21/2001 - 05/25/2006
GGET, LLC. (SAN DIEGO CA)
NY
01/02/2001 - 01/04/2002
GARBAN CORPORATES LLC (NEW YORK NY)
NY
10/06/1999 - 11/09/1999
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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