Unclaimed
Philip Newell is a registered representative with Global Atlantic Distributors, LLC, a firm with a branch office located in Wayne, Pennsylvania. Philip has been in the financial services industry since 2007. Philip has passed the Series 6, 7TO and Series 63 exams. Philip is currently registered in Pennsylvania and Texas.
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.
1
2
PA
03/02/2017 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
08/08/2007 - 06/28/2012
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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